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 | $21,485 | $289,211-92.6% | $260,467-91.8% | $198,609-89.2% |
| Participation rate | 81.8% | 83.1%-1.3pp | 80.5%+1.4pp | 82.4%-0.6pp |
| Annual return | 11.47% | 112.90%-101.4pp | 100.60%-89.1pp | 202.70%-191.2pp |
| Employer contribution / active EE | $76 | $4,663-98.4% | $4,239-98.2% | $5,055-98.5% |
| Participant deferral / active EE | $2,058 | $6,812-69.8% | $6,319-67.4% | $6,977-70.5% |
| Admin fee / account holder | $43 | $16,236-99.7% | $15,461-99.7% | $19,030-99.8% |