Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,511 | $176,794-98.0% | $146,647-97.6% | $167,553-97.9% |
| Participation rate | 91.7% | 83.6%+8.0pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 20.86% | 24.04%-3.2pp | 22.75%-1.9pp | 478.89%-458.0pp |
| Employer contribution / active EE | $833 | $5,161-83.9% | $4,137-79.9% | $4,840-82.8% |
| Participant deferral / active EE | $2,441 | $6,440-62.1% | $5,506-55.7% | $6,343-61.5% |
| Admin fee / account holder | $139 | $13,262-98.9% | $10,281-98.6% | $12,316-98.9% |