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.
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 | $24,593 | $196,972-87.5% | $182,262-86.5% | $198,609-87.6% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 20.04% | 158.27%-138.2pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,576 | $5,364-70.6% | $5,046-68.8% | $5,055-68.8% |
| Participant deferral / active EE | $3,152 | $8,643-63.5% | $8,276-61.9% | $6,977-54.8% |
| Admin fee / account holder | $71 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |