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 | $13,868 | $202,345-93.1% | $172,755-92.0% | $152,885-90.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 18.71% | 1029.77%-1011.1pp | 802.94%-784.2pp | 345.39%-326.7pp |
| Employer contribution / active EE | $1,067 | $5,858-81.8% | $5,144-79.3% | $4,763-77.6% |
| Participant deferral / active EE | $3,406 | $5,948-42.7% | $5,198-34.5% | $5,851-41.8% |
| Admin fee / account holder | $87 | $17,111-99.5% | $13,955-99.4% | $11,598-99.3% |