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 | $10,115 | $167,362-94.0% | $143,799-93.0% | $134,532-92.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.46% | 0.47%-2.9pp | -0.04%-2.4pp | 418.27%-420.7pp |
| Employer contribution / active EE | $1,623 | $5,620-71.1% | $4,952-67.2% | $4,741-65.8% |
| Participant deferral / active EE | $699 | $6,447-89.2% | $5,638-87.6% | $6,401-89.1% |
| Admin fee / account holder | $257 | $18,094-98.6% | $14,677-98.2% | $11,429-97.8% |