Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $1,933 | $54,162-96.4% | $68,612-97.2% | $64,173-97.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -3.12% | -1.62%-1.5pp | -4.63%+1.5pp | 7.63%-10.8pp |
| Employer contribution / active EE | $544 | $1,846-70.5% | $2,625-79.3% | $2,381-77.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $32 | $4,029-99.2% | $5,131-99.4% | $4,887-99.3% |