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 | $7,908 | $162,136-95.1% | $152,301-94.8% | $154,746-94.9% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 36.93% | 91.02%-54.1pp | 80.50%-43.6pp | 172.34%-135.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,482 | $8,341-58.2% | $8,004-56.5% | $6,730-48.3% |
| Admin fee / account holder | $23 | $15,759-99.9% | $14,398-99.8% | $14,365-99.8% |