Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,043 | $197,637-83.3% | $177,848-81.4% | $158,982-79.2% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.7%-3.5pp | 82.0%+2.2pp |
| Annual return | 18.00% | 58.77%-40.8pp | 48.33%-30.3pp | 302.99%-285.0pp |
| Employer contribution / active EE | $886 | $6,698-86.8% | $5,919-85.0% | $4,763-81.4% |
| Participant deferral / active EE | $3,528 | $8,405-58.0% | $7,714-54.3% | $5,983-41.0% |
| Admin fee / account holder | $19 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |