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 | $9,376 | $176,786-94.7% | $146,643-93.6% | $167,536-94.4% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $5,304 | $5,161+2.8% | $4,137+28.2% | $4,839+9.6% |
| Participant deferral / active EE | $3,171 | $6,440-50.8% | $5,506-42.4% | $6,342-50.0% |
| Admin fee / account holder | $3 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |