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 | $9,679 | $93,346-89.6% | $71,796-86.5% | $273,972-96.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.58% | 130.39%-123.8pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,029 | $2,733-62.4% | $1,924-46.5% | $4,869-78.9% |
| Participant deferral / active EE | $1,097 | $3,475-68.4% | $2,794-60.7% | $5,287-79.3% |
| Admin fee / account holder | $153 | $6,571-97.7% | $4,815-96.8% | $10,133-98.5% |