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 | $16,553 | $69,977-76.3% | $108,582-84.8% | $62,881-73.7% |
| Participation rate | 90.7% | 72.9%+17.8pp | 79.6%+11.2pp | 69.3%+21.4pp |
| Annual return | 7.52% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,116 | $2,135-47.7% | $3,758-70.3% | $2,281-51.1% |
| Participant deferral / active EE | $522 | $3,165-83.5% | $4,311-87.9% | $3,203-83.7% |
| Admin fee / account holder | $16 | $5,076-99.7% | $7,645-99.8% | $4,296-99.6% |