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 | $2,737 | $58,057-95.3% | $97,032-97.2% | $86,983-96.9% |
| Participation rate | 86.2% | 60.4%+25.8pp | 71.6%+14.6pp | 69.5%+16.7pp |
| Annual return | 25.32% | 22.26%+3.1pp | 35.38%-10.1pp | 25.83%-0.5pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,200 | $3,244-32.2% | $4,672-52.9% | $4,194-47.5% |
| Admin fee / account holder | $183 | $4,839-96.2% | $9,418-98.1% | $7,856-97.7% |