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 | $4,735 | $110,337-95.7% | $102,383-95.4% | $145,877-96.8% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 20.51% | 24.83%-4.3pp | 24.94%-4.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,646 | $5,621-35.1% | $5,060-27.9% | $6,691-45.5% |
| Admin fee / account holder | $202 | $9,750-97.9% | $8,391-97.6% | $13,402-98.5% |