Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,626 | $77,472-76.0% | $100,392-81.4% | $80,935-77.0% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.2pp | 67.7%+19.0pp |
| Annual return | 55.45% | 37.26%+18.2pp | 49.45%+6.0pp | 35.66%+19.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,934 | $6,818+16.4% | $8,090-1.9% | $4,299+84.5% |
| Admin fee / account holder | $20 | $5,885-99.7% | $7,904-99.8% | $6,924-99.7% |