Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,888 | $183,627-98.4% | $155,602-98.1% | $145,978-98.0% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 21.05% | 61.32%-40.3pp | 64.81%-43.8pp | 550.52%-529.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,243 | $6,466-65.3% | $5,629-60.2% | $6,690-66.5% |
| Admin fee / account holder | $2 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |