Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,569 | $56,339-72.4% | $104,301-85.1% | $68,495-77.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -13.87% | -9.19%-4.7pp | 24.61%-38.5pp | -7.84%-6.0pp |
| Employer contribution / active EE | $714 | $1,960-63.6% | $3,373-78.8% | $2,596-72.5% |
| Participant deferral / active EE | $841 | $3,077-72.7% | $4,626-81.8% | $4,028-79.1% |
| Admin fee / account holder | $143 | $4,902-97.1% | $7,340-98.1% | $5,403-97.4% |