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.
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 | $14,314 | $171,867-91.7% | $149,721-90.4% | $147,586-90.3% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 24.38% | 2113.36%-2089.0pp | 1501.67%-1477.3pp | 578.59%-554.2pp |
| Employer contribution / active EE | $2,029 | $6,275-67.7% | $5,444-62.7% | $4,876-58.4% |
| Participant deferral / active EE | $4,656 | $7,270-36.0% | $6,568-29.1% | $5,439-14.4% |
| Admin fee / account holder | $42 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |