Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,274 | $56,339-90.6% | $104,301-94.9% | $68,495-92.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -15.17% | -9.19%-6.0pp | 24.61%-39.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $800 | $1,960-59.2% | $3,373-76.3% | $2,596-69.2% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $217 | $4,902-95.6% | $7,340-97.0% | $5,403-96.0% |