Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,564 | $110,240-85.9% | $96,544-83.9% | $139,487-88.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 30.09% | 26.41%+3.7pp | 25.88%+4.2pp | 373.84%-343.7pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,364 | $5,549+14.7% | $4,851+31.2% | $6,713-5.2% |
| Admin fee / account holder | $147 | $11,602-98.7% | $8,254-98.2% | $11,407-98.7% |