Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,350 | $109,372-96.9% | $89,414-96.3% | $158,966-97.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.82% | 345.55%-327.7pp | 245.50%-227.7pp | 302.95%-285.1pp |
| Employer contribution / active EE | $678 | $3,171-78.6% | $2,586-73.8% | $4,762-85.8% |
| Participant deferral / active EE | $1,081 | $4,598-76.5% | $3,890-72.2% | $5,983-81.9% |
| Admin fee / account holder | $14 | $6,156-99.8% | $4,883-99.7% | $11,250-99.9% |