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 | $9,602 | $198,457-95.2% | $170,435-94.4% | $147,586-93.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $875 | $6,183-85.8% | $5,432-83.9% | $4,876-82.1% |
| Participant deferral / active EE | $6,304 | $5,629+12.0% | $4,939+27.6% | $5,439+15.9% |
| Admin fee / account holder | $96 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |