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 | $15,553 | $153,311-89.9% | $109,313-85.8% | $273,972-94.3% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 2.40% | 29.86%-27.5pp | 22.07%-19.7pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,351 | $3,932-14.8% | $3,166+5.8% | $5,287-36.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |