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 | $6,024 | $110,337-94.5% | $102,383-94.1% | $145,877-95.9% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 35.55% | 24.83%+10.7pp | 24.94%+10.6pp | 551.28%-515.7pp |
| Employer contribution / active EE | $1,408 | $4,216-66.6% | $3,870-63.6% | $4,663-69.8% |
| Participant deferral / active EE | $1,999 | $5,621-64.4% | $5,060-60.5% | $6,691-70.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |