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.
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 | $1,309 | $58,258-97.8% | $81,820-98.4% | $80,925-98.4% |
| Participation rate | 72.1% | 63.5%+8.6pp | 72.4%-0.3pp | 67.7%+4.4pp |
| Annual return | 18.94% | 41.76%-22.8pp | 777.93%-759.0pp | 35.65%-16.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $646 | $3,284-80.3% | $4,323-85.1% | $4,299-85.0% |
| Admin fee / account holder | $114 | $4,976-97.7% | $7,391-98.5% | $6,940-98.4% |