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 | $8,987 | $127,387-92.9% | $115,038-92.2% | $125,389-92.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.12% | 31.28%-32.4pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $4,045 | $5,166-21.7% | $4,608-12.2% | $4,866-16.9% |
| Participant deferral / active EE | $4,046 | $6,423-37.0% | $6,026-32.9% | $5,352-24.4% |
| Admin fee / account holder | $11 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |