Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,434 | $112,729-96.1% | $98,716-95.5% | $137,256-96.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.40% | 38.48%-26.1pp | 31.81%-19.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $259 | $2,725-90.5% | $2,279-88.6% | $4,156-93.8% |
| Participant deferral / active EE | $1,704 | $4,640-63.3% | $4,048-57.9% | $6,407-73.4% |
| Admin fee / account holder | $275 | $10,129-97.3% | $8,703-96.8% | $12,270-97.8% |