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 | $11,909 | $124,351-90.4% | $109,188-89.1% | $167,553-92.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 12.18% | 26.04%-13.9pp | 25.76%-13.6pp | 478.89%-466.7pp |
| Employer contribution / active EE | $1,056 | $4,210-74.9% | $3,723-71.6% | $4,840-78.2% |
| Participant deferral / active EE | $1,136 | $5,257-78.4% | $4,654-75.6% | $6,343-82.1% |
| Admin fee / account holder | $20 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |