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 | $1,748 | $25,014-93.0% | $69,632-97.5% | $80,959-97.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.7%+32.3pp |
| Annual return | 12.35% | 19.08%-6.7pp | 101.32%-89.0pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $802 | $1,840-56.4% | $2,889-72.2% | $4,300-81.3% |
| Admin fee / account holder | $132 | $2,491-94.7% | $4,695-97.2% | $6,925-98.1% |