Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,346 | $168,635-89.1% | $147,617-87.6% | $125,389-85.4% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | 0.89% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,874 | $5,507-47.8% | $4,895-41.3% | $5,352-46.3% |
| Admin fee / account holder | $21 | $13,580-99.8% | $11,612-99.8% | $9,541-99.8% |