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 | $6,045 | $174,379-96.5% | $152,093-96.0% | $138,895-95.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 28.23% | 74.86%-46.6pp | 66.36%-38.1pp | 145.39%-117.2pp |
| Employer contribution / active EE | $677 | $4,652-85.5% | $4,175-83.8% | $4,194-83.9% |
| Participant deferral / active EE | $2,558 | $6,159-58.5% | $5,451-53.1% | $6,396-60.0% |
| Admin fee / account holder | $15 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |