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 | $12,062 | $165,399-92.7% | $149,745-91.9% | $158,982-92.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 27.64% | 348.34%-320.7pp | 276.72%-249.1pp | 302.99%-275.3pp |
| Employer contribution / active EE | $2,902 | $5,105-43.1% | $4,646-37.5% | $4,763-39.1% |
| Participant deferral / active EE | $1,857 | $7,183-74.1% | $6,843-72.9% | $5,983-69.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |