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 | $6,732 | $202,342-96.7% | $172,752-96.1% | $152,897-95.6% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,954 | $5,858-66.6% | $5,144-62.0% | $4,764-59.0% |
| Participant deferral / active EE | $4,846 | $5,948-18.5% | $5,198-6.8% | $5,851-17.2% |
| Admin fee / account holder | $17 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |