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 | $15,651 | $139,948-88.8% | $121,663-87.1% | $154,746-89.9% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.5%+8.8pp | 80.7%+2.6pp |
| Annual return | 28.06% | 230.52%-202.5pp | 147.54%-119.5pp | 172.34%-144.3pp |
| Employer contribution / active EE | $2,522 | $3,521-28.4% | $3,020-16.5% | $4,379-42.4% |
| Participant deferral / active EE | $3,501 | $5,629-37.8% | $4,887-28.4% | $6,730-48.0% |
| Admin fee / account holder | $26 | $17,321-99.8% | $14,289-99.8% | $14,365-99.8% |