Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,710 | $172,111-95.5% | $150,298-94.9% | $137,256-94.4% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 11.52% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,055 | $6,166-66.7% | $5,453-62.3% | $6,407-67.9% |
| Admin fee / account holder | $76 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |