Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,831 | $135,905-86.9% | $126,068-85.9% | $198,609-91.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 15.41% | 14.07%+1.3pp | 15.01%+0.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $1,018 | $4,245-76.0% | $3,968-74.4% | $5,055-79.9% |
| Participant deferral / active EE | $2,947 | $8,523-65.4% | $8,214-64.1% | $6,977-57.8% |
| Admin fee / account holder | $62 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |