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 | $164,295 | $308,351-46.7% | $255,893-35.8% | $428,746-61.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 88.2%+11.8pp |
| Annual return | 8.79% | -2.14%+10.9pp | -0.50%+9.3pp | 331.92%-323.1pp |
| Employer contribution / active EE | $21,093 | $6,439+227.6% | $5,407+290.1% | $8,363+152.2% |
| Participant deferral / active EE | $0 | $4,722-100.0% | $4,263-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $35,360-100.0% | $30,096-100.0% | $31,735-100.0% |