Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,170 | $211,224-98.5% | $178,505-98.2% | $145,897-97.8% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 20.14% | 30.28%-10.1pp | 27.16%-7.0pp | 552.29%-532.1pp |
| Employer contribution / active EE | $528 | $4,577-88.5% | $3,955-86.6% | $4,663-88.7% |
| Participant deferral / active EE | $1,374 | $6,966-80.3% | $6,280-78.1% | $6,689-79.5% |
| Admin fee / account holder | $9 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |