Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,102 | $160,040-91.2% | $147,096-90.4% | $145,877-90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.09% | 98.49%-72.4pp | 419.75%-393.7pp | 551.28%-525.2pp |
| Employer contribution / active EE | $1,228 | $5,289-76.8% | $4,936-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $4,713 | $8,429-44.1% | $8,071-41.6% | $6,691-29.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |