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.
Employer 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 | $10,668 | $126,661-91.6% | $113,397-90.6% | $138,895-92.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.5%-6.5pp | 79.9%-9.9pp |
| Annual return | 21.99% | 25.05%-3.1pp | 23.20%-1.2pp | 145.39%-123.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,341 | $5,693-58.9% | $5,076-53.9% | $6,396-63.4% |
| Admin fee / account holder | $61 | $14,549-99.6% | $11,957-99.5% | $12,562-99.5% |