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 | $21,698 | $106,864-79.7% | $147,318-85.3% | $82,637-73.7% |
| Participation rate | 81.1% | 75.5%+5.6pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 22.67% | 27.49%-4.8pp | 70.43%-47.8pp | 53.51%-30.8pp |
| Employer contribution / active EE | $2,614 | $3,417-23.5% | $4,593-43.1% | $2,552+2.4% |
| Participant deferral / active EE | $6,474 | $6,496-0.3% | $7,906-18.1% | $4,126+56.9% |
| Admin fee / account holder | $95 | $8,415-98.9% | $13,708-99.3% | $7,339-98.7% |