Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,921 | $209,888-86.7% | $189,545-85.3% | $167,553-83.3% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 13.32% | 748.66%-735.3pp | 555.36%-542.0pp | 478.89%-465.6pp |
| Employer contribution / active EE | $1,506 | $6,915-78.2% | $6,162-75.6% | $4,840-68.9% |
| Participant deferral / active EE | $6,162 | $8,934-31.0% | $8,220-25.0% | $6,343-2.8% |
| Admin fee / account holder | $111 | $14,300-99.2% | $12,049-99.1% | $12,316-99.1% |