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 | $4,732 | $127,296-96.3% | $109,907-95.7% | $167,536-97.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 55.95% | 22.97%+33.0pp | 29.46%+26.5pp | 478.82%-422.9pp |
| Employer contribution / active EE | $1,899 | $3,325-42.9% | $2,844-33.2% | $4,839-60.8% |
| Participant deferral / active EE | $1,972 | $4,513-56.3% | $4,047-51.3% | $6,342-68.9% |
| Admin fee / account holder | $5 | $7,119-99.9% | $6,069-99.9% | $12,315-100.0% |