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.
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 | $114,692 | $587,889-80.5% | $159,156-27.9% | $587,889-80.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 0.02% | 19.70%-19.7pp | 10.03%-10.0pp | 19.70%-19.7pp |
| Employer contribution / active EE | $47,667 | $21,263+124.2% | $11,593+311.2% | $21,263+124.2% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,578-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $122,144-100.0% | $49,457-100.0% |