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 | $174,379-96.1% | $152,093-95.6% | $138,895-95.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.64% | 74.86%-50.2pp | 66.36%-41.7pp | 145.39%-120.8pp |
| Employer contribution / active EE | $719 | $4,652-84.5% | $4,175-82.8% | $4,194-82.9% |
| Participant deferral / active EE | $2,866 | $6,159-53.5% | $5,451-47.4% | $6,396-55.2% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |