Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,576 | $181,062-92.5% | $158,223-91.4% | $155,188-91.3% |
| Participation rate | 84.6% | 82.7%+2.0pp | 79.2%+5.4pp | 80.8%+3.8pp |
| Annual return | 21.30% | 57.39%-36.1pp | 52.09%-30.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $770 | $4,565-83.1% | $4,109-81.3% | $4,248-81.9% |
| Participant deferral / active EE | $1,985 | $6,134-67.6% | $5,467-63.7% | $6,531-69.6% |
| Admin fee / account holder | $94 | $18,825-99.5% | $16,047-99.4% | $14,480-99.4% |