Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,802 | $81,457-84.3% | $103,378-87.6% | $80,911-84.2% |
| Participation rate | 75.9% | 66.8%+9.0pp | 74.5%+1.4pp | 67.6%+8.2pp |
| Annual return | 14.72% | 25.58%-10.9pp | 24.91%-10.2pp | 35.63%-20.9pp |
| Employer contribution / active EE | $1,200 | $3,107-61.4% | $3,870-69.0% | $2,756-56.5% |
| Participant deferral / active EE | $2,509 | $3,871-35.2% | $5,058-50.4% | $4,297-41.6% |
| Admin fee / account holder | $144 | $6,717-97.9% | $8,401-98.3% | $6,935-97.9% |