Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,893 | $100,911-94.2% | $90,440-93.5% | $158,966-96.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.06% | 1726.62%-1699.6pp | 1294.38%-1267.3pp | 302.95%-275.9pp |
| Employer contribution / active EE | $1,065 | $3,690-71.1% | $3,263-67.4% | $4,762-77.6% |
| Participant deferral / active EE | $2,300 | $4,348-47.1% | $3,964-42.0% | $5,983-61.6% |
| Admin fee / account holder | $41 | $6,507-99.4% | $5,615-99.3% | $11,250-99.6% |