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 | $3,879 | $103,392-96.2% | $87,104-95.5% | $152,897-97.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 39.63% | 28.10%+11.5pp | 28.19%+11.4pp | 345.43%-305.8pp |
| Employer contribution / active EE | $891 | $3,221-72.3% | $2,521-64.7% | $4,764-81.3% |
| Participant deferral / active EE | $1,016 | $4,778-78.7% | $4,048-74.9% | $5,851-82.6% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |