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 | $2,971 | $60,442-95.1% | $96,754-96.9% | $87,485-96.6% |
| Participation rate | 85.7% | 58.7%+27.0pp | 70.3%+15.4pp | 68.9%+16.8pp |
| Annual return | 24.78% | 21.97%+2.8pp | 82.04%-57.3pp | 26.06%-1.3pp |
| Employer contribution / active EE | $1 | $1,691-99.9% | $2,679-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $1,504 | $3,280-54.1% | $4,758-68.4% | $4,274-64.8% |
| Admin fee / account holder | $84 | $5,069-98.3% | $8,905-99.1% | $7,775-98.9% |