Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,760 | $154,159-96.9% | $130,026-96.3% | $139,456-96.6% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 12.12% | 32.50%-20.4pp | -137.26%+149.4pp | 373.45%-361.3pp |
| Employer contribution / active EE | $905 | $5,292-82.9% | $4,321-79.1% | $4,753-81.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |