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 | $12,625 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.00% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $790 | $4,804-83.6% | $4,554-82.7% | $4,156-81.0% |
| Participant deferral / active EE | $4,099 | $8,216-50.1% | $7,897-48.1% | $6,407-36.0% |
| Admin fee / account holder | $21 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |