Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,611 | $97,289-96.3% | $92,805-96.1% | $155,188-97.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 14.73% | 29.03%-14.3pp | 31.59%-16.9pp | 148.84%-134.1pp |
| Employer contribution / active EE | $196 | $3,632-94.6% | $3,424-94.3% | $4,248-95.4% |
| Participant deferral / active EE | $261 | $8,795-97.0% | $8,448-96.9% | $6,531-96.0% |
| Admin fee / account holder | $15 | $12,015-99.9% | $10,911-99.9% | $14,480-99.9% |