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 | $6,903 | $99,345-93.1% | $84,753-91.9% | $273,972-97.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.90% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,615 | $4,214-61.7% | $3,574-54.8% | $4,869-66.8% |
| Participant deferral / active EE | $2,723 | $4,270-36.2% | $3,712-26.6% | $5,287-48.5% |
| Admin fee / account holder | $73 | $6,645-98.9% | $5,333-98.6% | $10,133-99.3% |