Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,953 | $78,015-80.8% | $178,505-91.6% | $80,959-81.5% |
| Participation rate | 75.9% | 65.7%+10.2pp | 77.1%-1.3pp | 67.7%+8.2pp |
| Annual return | 11.38% | 18.10%-6.7pp | 27.16%-15.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $3,859 | $2,281+69.2% | $3,955-2.4% | $2,757+40.0% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $106 | $7,160-98.5% | $10,428-99.0% | $6,925-98.5% |