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 | $9,949 | $157,304-93.7% | $141,197-93.0% | $152,909-93.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 28.46% | 64.34%-35.9pp | 71.41%-42.9pp | 345.46%-317.0pp |
| Employer contribution / active EE | $1,020 | $5,263-80.6% | $4,736-78.5% | $4,764-78.6% |
| Participant deferral / active EE | $2,153 | $7,111-69.7% | $6,710-67.9% | $5,851-63.2% |
| Admin fee / account holder | $233 | $12,126-98.1% | $10,265-97.7% | $11,601-98.0% |