Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,904 | $99,380-95.1% | $90,312-94.6% | $155,188-96.8% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 22.10% | 19.35%+2.7pp | 18.90%+3.2pp | 148.84%-126.7pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,007 | $4,212-52.3% | $3,749-46.5% | $6,531-69.3% |
| Admin fee / account holder | $57 | $9,766-99.4% | $8,248-99.3% | $14,480-99.6% |