Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,368 | $75,963-98.2% | $97,995-98.6% | $70,126-98.0% |
| Participation rate | 71.4% | 77.0%-5.5pp | 82.4%-11.0pp | 69.5%+1.9pp |
| Annual return | 0.00% | 19.26%-19.3pp | 23.94%-23.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $876 | $3,278-73.3% | $4,158-78.9% | $2,343-62.6% |
| Participant deferral / active EE | $154 | $4,053-96.2% | $5,097-97.0% | $3,332-95.4% |
| Admin fee / account holder | $0 | $5,407-100.0% | $5,943-100.0% | $4,645-100.0% |