Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,967 | $154,228-92.9% | $145,433-92.5% | $137,256-92.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 19.78% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $803 | $4,804-83.3% | $4,554-82.4% | $4,156-80.7% |
| Participant deferral / active EE | $3,388 | $8,216-58.8% | $7,897-57.1% | $6,407-47.1% |
| Admin fee / account holder | $155 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |