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 | $13,357 | $160,040-91.7% | $147,096-90.9% | $145,877-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.84% | 98.49%-82.7pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $590 | $5,289-88.9% | $4,936-88.1% | $4,663-87.4% |
| Participant deferral / active EE | $5,142 | $8,429-39.0% | $8,071-36.3% | $6,691-23.1% |
| Admin fee / account holder | $187 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |