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 | $115,225-97.9% | $100,712-97.6% | $138,895-98.3% |
| Participation rate | 88.9% | 74.3%+14.6pp | 69.3%+19.6pp | 79.9%+9.0pp |
| Annual return | 23.44% | 40.35%-16.9pp | 33.27%-9.8pp | 145.39%-122.0pp |
| Employer contribution / active EE | $603 | $2,771-78.2% | $2,313-73.9% | $4,194-85.6% |
| Participant deferral / active EE | $763 | $4,699-83.8% | $4,085-81.3% | $6,396-88.1% |
| Admin fee / account holder | $23 | $10,844-99.8% | $9,256-99.7% | $12,562-99.8% |