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 | $973 | $25,014-96.1% | $69,623-98.6% | $80,935-98.8% |
| Participation rate | 84.2% | 64.2%+20.0pp | 66.4%+17.8pp | 67.7%+16.5pp |
| Annual return | 15.16% | 19.08%-3.9pp | 101.23%-86.1pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,222 | $1,840-33.5% | $2,890-57.7% | $4,299-71.6% |
| Admin fee / account holder | $200 | $2,491-92.0% | $4,696-95.7% | $6,924-97.1% |