Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,347 | $148,623-93.0% | $135,974-92.4% | $139,466-92.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.46% | 79.30%-56.8pp | 68.30%-45.8pp | 373.66%-351.2pp |
| Employer contribution / active EE | $1,279 | $5,246-75.6% | $4,859-73.7% | $4,754-73.1% |
| Participant deferral / active EE | $2,829 | $8,103-65.1% | $7,760-63.5% | $6,712-57.9% |
| Admin fee / account holder | $118 | $12,406-99.0% | $10,767-98.9% | $11,409-99.0% |