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 | $14,090 | $85,766-83.6% | $136,298-89.7% | $70,126-79.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.20% | 31.46%-7.3pp | 5156.27%-5132.1pp | 73.15%-48.9pp |
| Employer contribution / active EE | $4,746 | $2,966+60.0% | $4,696+1.1% | $2,343+102.6% |
| Participant deferral / active EE | $3,332 | $5,051-34.0% | $6,247-46.7% | $3,3320% |
| Admin fee / account holder | $172 | $5,421-96.8% | $9,244-98.1% | $4,645-96.3% |