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 | $9,841 | $148,629-93.4% | $135,982-92.8% | $139,487-92.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.69% | 79.33%-49.6pp | 68.32%-38.6pp | 373.84%-344.2pp |
| Employer contribution / active EE | $879 | $5,247-83.2% | $4,859-81.9% | $4,755-81.5% |
| Participant deferral / active EE | $3,909 | $8,102-51.8% | $7,760-49.6% | $6,713-41.8% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,407-99.8% |