Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,482 | $167,352-91.3% | $143,788-89.9% | $134,509-89.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -2.07% | 0.47%-2.5pp | -0.03%-2.0pp | 418.13%-420.2pp |
| Employer contribution / active EE | $2,499 | $5,620-55.5% | $4,952-49.5% | $4,741-47.3% |
| Participant deferral / active EE | $4,874 | $6,447-24.4% | $5,638-13.6% | $6,400-23.9% |
| Admin fee / account holder | $282 | $18,091-98.4% | $14,675-98.1% | $11,427-97.5% |