Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,330 | $155,555-95.9% | $146,866-95.7% | $155,188-95.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 26.21% | 115.41%-89.2pp | 102.85%-76.6pp | 148.84%-122.6pp |
| Employer contribution / active EE | $866 | $4,647-81.4% | $4,425-80.4% | $4,248-79.6% |
| Participant deferral / active EE | $1,039 | $8,044-87.1% | $7,759-86.6% | $6,531-84.1% |
| Admin fee / account holder | $12 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |