Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,506 | $180,462-89.2% | $154,111-87.3% | $135,379-85.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.79% | 888.17%-897.0pp | 735.18%-744.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,553 | $6,036-74.3% | $5,298-70.7% | $4,779-67.5% |
| Participant deferral / active EE | $10,142 | $5,806+74.7% | $5,081+99.6% | $5,609+80.8% |
| Admin fee / account holder | $181 | $16,145-98.9% | $13,411-98.7% | $10,828-98.3% |