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 | $6,850 | $52,580-87.0% | $71,671-90.4% | $70,126-90.2% |
| Participation rate | 87.8% | 60.9%+27.0pp | 68.7%+19.1pp | 69.5%+18.3pp |
| Annual return | 14.27% | 20.25%-6.0pp | 20.65%-6.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $259 | $1,616-84.0% | $2,460-89.5% | $2,343-89.0% |
| Participant deferral / active EE | $582 | $2,386-75.6% | $3,438-83.1% | $3,332-82.5% |
| Admin fee / account holder | $74 | $3,653-98.0% | $5,558-98.7% | $4,645-98.4% |