Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,809 | $185,312-96.3% | $161,489-95.8% | $154,746-95.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.12% | 103.84%-82.7pp | 89.72%-68.6pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,284 | $4,769-73.1% | $4,268-69.9% | $4,379-70.7% |
| Participant deferral / active EE | $2,020 | $6,350-68.2% | $5,630-64.1% | $6,730-70.0% |
| Admin fee / account holder | $41 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |