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 | $6,350 | $156,398-95.9% | $147,318-95.7% | $138,895-95.4% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 29.71% | 78.75%-49.0pp | 70.43%-40.7pp | 145.39%-115.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,089 | $8,237-38.2% | $7,906-35.6% | $6,396-20.4% |
| Admin fee / account holder | $285 | $14,976-98.1% | $13,708-97.9% | $12,562-97.7% |