Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,995 | $49,255-85.8% | $70,494-90.1% | $79,856-91.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.00% | 30.10%-18.1pp | 109.16%-97.2pp | 31.71%-19.7pp |
| Employer contribution / active EE | $287 | $2,100-86.3% | $2,738-89.5% | $2,471-88.4% |
| Participant deferral / active EE | $1,124 | $2,768-59.4% | $3,711-69.7% | $3,741-69.9% |
| Admin fee / account holder | $93 | $2,879-96.8% | $3,848-97.6% | $5,306-98.2% |