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 | $16,714 | $185,883-91.0% | $170,043-90.2% | $139,466-88.0% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 20.37% | 60.54%-40.2pp | 53.40%-33.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,952 | $7,596-74.3% | $6,790-71.2% | $4,754-58.9% |
| Participant deferral / active EE | $3,261 | $11,626-71.9% | $10,410-68.7% | $6,712-51.4% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |