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 | $20,264 | $99,652-79.7% | $78,778-74.3% | $147,586-86.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.50% | 47.28%-26.8pp | 35.62%-15.1pp | 578.59%-558.1pp |
| Employer contribution / active EE | $3,185 | $2,796+13.9% | $1,986+60.4% | $4,876-34.7% |
| Participant deferral / active EE | $3,744 | $3,664+2.2% | $2,958+26.6% | $5,439-31.2% |
| Admin fee / account holder | $218 | $7,155-97.0% | $5,134-95.8% | $10,886-98.0% |