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 | $8,990 | $176,402-94.9% | $134,162-93.3% | $158,966-94.3% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 34.46% | 63.66%-29.2pp | 36.35%-1.9pp | 302.95%-268.5pp |
| Employer contribution / active EE | $964 | $5,042-80.9% | $3,705-74.0% | $4,762-79.8% |
| Participant deferral / active EE | $3,603 | $4,093-12.0% | $3,500+3.0% | $5,983-39.8% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |