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 | $15,360 | $135,956-88.7% | $123,894-87.6% | $273,972-94.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.78% | 56.63%-51.9pp | 47.52%-42.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,228 | $5,170-56.9% | $4,617-51.7% | $4,869-54.2% |
| Participant deferral / active EE | $4,346 | $6,343-31.5% | $5,984-27.4% | $5,287-17.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |