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 | $9,712 | $73,863-86.9% | $143,797-93.2% | $68,490-85.8% |
| Participation rate | 77.4% | 66.7%+10.8pp | 80.3%-2.9pp | 67.9%+9.5pp |
| Annual return | -15.85% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $4,457 | $3,185+39.9% | $4,952-10.0% | $2,597+71.6% |
| Participant deferral / active EE | $586 | $3,385-82.7% | $5,638-89.6% | $4,028-85.4% |
| Admin fee / account holder | $192 | $5,756-96.7% | $14,679-98.7% | $5,403-96.5% |