Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,061 | $199,109-89.9% | $173,730-88.5% | $154,746-87.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.41% | 20.02%-2.6pp | 19.96%-2.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,748 | $5,311-67.1% | $4,577-61.8% | $4,379-60.1% |
| Participant deferral / active EE | $849 | $7,113-88.1% | $6,326-86.6% | $6,730-87.4% |
| Admin fee / account holder | $212 | $20,916-99.0% | $17,523-98.8% | $14,365-98.5% |