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 | $2,002 | $75,541-97.4% | $152,093-98.7% | $82,637-97.6% |
| Participation rate | 78.6% | 66.5%+12.0pp | 77.8%+0.8pp | 68.1%+10.5pp |
| Annual return | 24.94% | 32.56%-7.6pp | 66.36%-41.4pp | 53.51%-28.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $980 | $3,206-69.4% | $5,451-82.0% | $4,126-76.3% |
| Admin fee / account holder | $13 | $6,405-99.8% | $14,497-99.9% | $7,339-99.8% |