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 | $6,758 | $181,062-96.3% | $158,223-95.7% | $155,188-95.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.64% | 57.39%-32.7pp | 52.09%-27.4pp | 148.84%-124.2pp |
| Employer contribution / active EE | $719 | $4,565-84.2% | $4,109-82.5% | $4,248-83.1% |
| Participant deferral / active EE | $2,866 | $6,134-53.3% | $5,467-47.6% | $6,531-56.1% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |