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 | $7,412 | $148,623-95.0% | $135,974-94.5% | $139,466-94.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 24.66% | 79.30%-54.6pp | 68.30%-43.6pp | 373.66%-349.0pp |
| Employer contribution / active EE | $1,221 | $5,246-76.7% | $4,859-74.9% | $4,754-74.3% |
| Participant deferral / active EE | $1,818 | $8,103-77.6% | $7,760-76.6% | $6,712-72.9% |
| Admin fee / account holder | $78 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |