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.
Employer 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 | $21,186 | $69,977-69.7% | $108,582-80.5% | $62,881-66.3% |
| Participation rate | 76.4% | 72.9%+3.5pp | 79.6%-3.2pp | 69.3%+7.1pp |
| Annual return | 9.80% | 10.73%-0.9pp | -51.70%+61.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $324 | $2,135-84.8% | $3,758-91.4% | $2,281-85.8% |
| Participant deferral / active EE | $2,714 | $3,165-14.3% | $4,311-37.1% | $3,203-15.3% |
| Admin fee / account holder | $287 | $5,076-94.3% | $7,645-96.2% | $4,296-93.3% |