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 | $10,295 | $83,337-87.6% | $67,834-84.8% | $273,972-96.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 11.50% | 259.45%-247.9pp | 138.47%-127.0pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,282 | $3,287-61.0% | $2,403-46.6% | $4,869-73.7% |
| Participant deferral / active EE | $2,681 | $4,088-34.4% | $3,160-15.2% | $5,287-49.3% |
| Admin fee / account holder | $177 | $6,752-97.4% | $4,622-96.2% | $10,133-98.3% |