Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,159 | $154,193-92.8% | $130,045-91.4% | $139,466-92.0% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 34.24% | 32.51%+1.7pp | -137.30%+171.5pp | 373.66%-339.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,749 | $6,709-29.2% | $5,820-18.4% | $6,712-29.3% |
| Admin fee / account holder | $18 | $13,989-99.9% | $10,600-99.8% | $11,409-99.8% |