Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,268 | $212,777-87.7% | $173,703-84.9% | $198,609-86.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.52% | 18.82%-0.3pp | 17.46%+1.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $2,359 | $5,214-54.8% | $4,288-45.0% | $5,055-53.3% |
| Participant deferral / active EE | $5,222 | $5,697-8.3% | $4,854+7.6% | $6,977-25.1% |
| Admin fee / account holder | $142 | $19,536-99.3% | $15,562-99.1% | $19,030-99.3% |