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.
Employer 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 | $5,008 | $112,729-95.6% | $98,716-94.9% | $137,256-96.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 13.43% | 38.48%-25.1pp | 31.81%-18.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,832 | $4,640-39.0% | $4,048-30.0% | $6,407-55.8% |
| Admin fee / account holder | $286 | $10,129-97.2% | $8,703-96.7% | $12,270-97.7% |