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 | $23,903 | $177,595-86.5% | $148,496-83.9% | $198,609-88.0% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 19.90% | 9.97%+9.9pp | 12.33%+7.6pp | 202.70%-182.8pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,540 | $5,539-18.0% | $4,808-5.6% | $6,977-34.9% |
| Admin fee / account holder | $65 | $27,010-99.8% | $19,547-99.7% | $19,030-99.7% |