Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,959 | $142,430-93.0% | $115,170-91.4% | $152,885-93.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $9,701 | $4,011+141.9% | $3,179+205.1% | $4,763+103.7% |
| Participant deferral / active EE | $254 | $5,165-95.1% | $4,169-93.9% | $5,851-95.7% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,598-100.0% |