Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,459 | $88,707-78.1% | $74,184-73.8% | $273,972-92.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.28% | 11.94%-5.7pp | 17.74%-11.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $4,167 | $3,159+31.9% | $2,370+75.8% | $4,869-14.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $166 | $8,717-98.1% | $5,586-97.0% | $10,133-98.4% |