Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,547 | $185,312-94.3% | $161,489-93.5% | $154,746-93.2% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.7%+2.6pp | 80.7%+0.5pp |
| Annual return | 21.84% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $96 | $4,769-98.0% | $4,268-97.7% | $4,379-97.8% |
| Participant deferral / active EE | $2,506 | $6,350-60.5% | $5,630-55.5% | $6,730-62.8% |
| Admin fee / account holder | $136 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |