Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $19,266 | $144,124-86.6% | $117,857-83.7% | $147,585-86.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.44% | 531.17%-512.7pp | 335.09%-316.6pp | 578.57%-560.1pp |
| Employer contribution / active EE | $2,026 | $4,897-58.6% | $3,786-46.5% | $4,876-58.4% |
| Participant deferral / active EE | $6,884 | $5,316+29.5% | $4,482+53.6% | $5,439+26.6% |
| Admin fee / account holder | $119 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |