Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,675 | $183,627-92.6% | $155,602-91.2% | $145,978-90.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.72% | 61.32%-47.6pp | 64.81%-51.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $939 | $5,316-82.3% | $4,675-79.9% | $4,662-79.9% |
| Participant deferral / active EE | $3,973 | $6,466-38.6% | $5,629-29.4% | $6,690-40.6% |
| Admin fee / account holder | $112 | $19,327-99.4% | $15,923-99.3% | $13,400-99.2% |