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 | $23,141 | $168,635-86.3% | $147,617-84.3% | $125,389-81.5% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | 2.23% | 77.65%-75.4pp | 61.98%-59.8pp | 282.24%-280.0pp |
| Employer contribution / active EE | $2,658 | $6,252-57.5% | $5,564-52.2% | $4,866-45.4% |
| Participant deferral / active EE | $196 | $5,507-96.4% | $4,895-96.0% | $5,352-96.3% |
| Admin fee / account holder | $151 | $13,580-98.9% | $11,612-98.7% | $9,541-98.4% |