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.
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 | $2,420 | $123,155-98.0% | $108,753-97.8% | $155,188-98.4% |
| Participation rate | 88.9% | 75.6%+13.3pp | 71.1%+17.8pp | 80.8%+8.1pp |
| Annual return | 23.44% | 44.73%-21.3pp | 37.47%-14.0pp | 148.84%-125.4pp |
| Employer contribution / active EE | $603 | $2,811-78.6% | $2,427-75.2% | $4,248-85.8% |
| Participant deferral / active EE | $763 | $4,623-83.5% | $4,115-81.5% | $6,531-88.3% |
| Admin fee / account holder | $23 | $12,126-99.8% | $10,320-99.8% | $14,480-99.8% |