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 | $11,011 | $160,028-93.1% | $147,080-92.5% | $145,884-92.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.84% | 98.60%-81.8pp | 420.17%-403.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $752 | $5,286-85.8% | $4,933-84.8% | $4,662-83.9% |
| Participant deferral / active EE | $2,791 | $8,422-66.9% | $8,066-65.4% | $6,690-58.3% |
| Admin fee / account holder | $107 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |