Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,675 | $135,956-90.7% | $123,894-89.8% | $273,972-95.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 18.52% | 56.63%-38.1pp | 47.52%-29.0pp | 41.46%-22.9pp |
| Employer contribution / active EE | $2,836 | $5,170-45.1% | $4,617-38.6% | $4,869-41.7% |
| Participant deferral / active EE | $336 | $6,343-94.7% | $5,984-94.4% | $5,287-93.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |