Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,820 | $254,759-93.0% | $216,567-91.8% | $198,609-91.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.92% | 10.04%+7.9pp | 12.94%+5.0pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,884 | $6,096-69.1% | $5,216-63.9% | $5,055-62.7% |
| Participant deferral / active EE | $1,933 | $6,948-72.2% | $6,191-68.8% | $6,977-72.3% |
| Admin fee / account holder | $64 | $26,311-99.8% | $21,981-99.7% | $19,030-99.7% |