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 | $816 | $124,980-99.3% | $108,359-99.2% | $154,746-99.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.48% | 45.00%-23.5pp | 36.89%-15.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $16 | $2,851-99.5% | $2,399-99.3% | $4,379-99.6% |
| Participant deferral / active EE | $1,303 | $4,743-72.5% | $4,137-68.5% | $6,730-80.6% |
| Admin fee / account holder | $129 | $11,502-98.9% | $9,741-98.7% | $14,365-99.1% |