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 | $77,492-76.0% | $100,398-81.4% | $80,911-77.0% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.2pp | 67.6%+19.0pp |
| Annual return | 55.45% | 37.23%+18.2pp | 49.32%+6.1pp | 35.63%+19.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,934 | $6,817+16.4% | $8,084-1.9% | $4,297+84.6% |
| Admin fee / account holder | $20 | $5,892-99.7% | $7,893-99.8% | $6,935-99.7% |