Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,274 | $124,980-90.2% | $108,359-88.7% | $154,746-92.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 20.44% | 45.00%-24.6pp | 36.89%-16.5pp | 172.34%-151.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,730 | $4,743-21.4% | $4,137-9.8% | $6,730-44.6% |
| Admin fee / account holder | $21 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |