Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,477 | $115,911-92.7% | $100,530-91.6% | $158,950-94.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 35.72% | 34.80%+0.9pp | 30.89%+4.8pp | 302.91%-267.2pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,405 | $6,676+10.9% | $6,271+18.1% | $5,983+23.8% |
| Admin fee / account holder | $11 | $10,999-99.9% | $8,083-99.9% | $11,248-99.9% |