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 | $6,022 | $106,280-94.3% | $96,538-93.8% | $139,487-95.7% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 22.06% | 38.48%-16.4pp | 35.74%-13.7pp | 373.84%-351.8pp |
| Employer contribution / active EE | $237 | $4,107-94.2% | $3,740-93.7% | $4,755-95.0% |
| Participant deferral / active EE | $1,709 | $5,457-68.7% | $4,880-65.0% | $6,713-74.5% |
| Admin fee / account holder | $71 | $7,888-99.1% | $6,737-98.9% | $11,407-99.4% |