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 | $22,989 | $282,059-91.8% | $213,469-89.2% | $154,746-85.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.57% | 20.90%-5.3pp | 20.58%-5.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,046 | $6,189-50.8% | $4,994-39.0% | $4,379-30.4% |
| Participant deferral / active EE | $4,226 | $8,186-48.4% | $6,841-38.2% | $6,730-37.2% |
| Admin fee / account holder | $33 | $37,435-99.9% | $27,141-99.9% | $14,365-99.8% |