Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,652 | $209,422-90.1% | $178,503-88.4% | $158,982-87.0% |
| Participation rate | 73.3% | 86.4%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 12.75% | 188.81%-176.1pp | 151.12%-138.4pp | 302.99%-290.2pp |
| Employer contribution / active EE | $370 | $5,707-93.5% | $5,011-92.6% | $4,763-92.2% |
| Participant deferral / active EE | $2,392 | $5,955-59.8% | $5,202-54.0% | $5,983-60.0% |
| Admin fee / account holder | $103 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |