Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,008 | $118,488-87.3% | $98,462-84.8% | $139,487-89.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.35% | 18.96%-0.6pp | 21.17%-2.8pp | 373.84%-355.5pp |
| Employer contribution / active EE | $2,460 | $3,611-31.9% | $3,049-19.3% | $4,755-48.3% |
| Participant deferral / active EE | $3,074 | $5,393-43.0% | $4,738-35.1% | $6,713-54.2% |
| Admin fee / account holder | $45 | $13,868-99.7% | $8,875-99.5% | $11,407-99.6% |