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 | $2,200 | $97,125-97.7% | $86,233-97.4% | $137,256-98.4% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.0%+26.8pp | 80.0%+15.9pp |
| Annual return | 18.29% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $84 | $2,841-97.0% | $2,504-96.6% | $4,156-98.0% |
| Participant deferral / active EE | $1,069 | $5,180-79.4% | $4,559-76.6% | $6,407-83.3% |
| Admin fee / account holder | $77 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |