Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,641 | $39,132-90.7% | $57,196-93.6% | $62,881-94.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 11.29% | 9.24%+2.1pp | 14.59%-3.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $445 | $1,874-76.3% | $2,683-83.4% | $2,281-80.5% |
| Participant deferral / active EE | $675 | $2,374-71.6% | $3,096-78.2% | $3,203-78.9% |
| Admin fee / account holder | $275 | $2,594-89.4% | $3,141-91.2% | $4,296-93.6% |