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 | $14,014 | $213,785-93.4% | $185,441-92.4% | $155,188-91.0% |
| Participation rate | 77.3% | 83.2%-5.9pp | 80.3%-3.0pp | 80.8%-3.5pp |
| Annual return | 21.39% | 19.97%+1.4pp | 20.16%+1.2pp | 148.84%-127.4pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,415 | $6,864-50.2% | $6,152-44.5% | $6,531-47.7% |
| Admin fee / account holder | $85 | $21,134-99.6% | $17,890-99.5% | $14,480-99.4% |