Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,137 | $201,372-92.5% | $184,260-91.8% | $145,884-89.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.16% | 29.04%-16.9pp | 28.84%-16.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,053 | $7,024-70.8% | $6,427-68.1% | $4,662-56.0% |
| Participant deferral / active EE | $2,718 | $9,808-72.3% | $9,133-70.2% | $6,690-59.4% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |