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 | $58,848-95.3% | $88,179-96.9% | $82,637-96.7% |
| Participation rate | 86.2% | 57.9%+28.3pp | 69.1%+17.1pp | 68.1%+18.2pp |
| Annual return | 25.32% | 22.76%+2.6pp | 64.97%-39.6pp | 53.51%-28.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,200 | $3,124-29.6% | $4,614-52.3% | $4,126-46.7% |
| Admin fee / account holder | $183 | $4,795-96.2% | $7,673-97.6% | $7,339-97.5% |