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 | $15,941 | $165,399-90.4% | $149,745-89.4% | $158,982-90.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.31% | 348.34%-327.0pp | 276.72%-255.4pp | 302.99%-281.7pp |
| Employer contribution / active EE | $2,649 | $5,105-48.1% | $4,646-43.0% | $4,763-44.4% |
| Participant deferral / active EE | $6,643 | $7,183-7.5% | $6,843-2.9% | $5,983+11.0% |
| Admin fee / account holder | $136 | $10,811-98.7% | $9,312-98.5% | $11,252-98.8% |