Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,065 | $197,625-89.8% | $177,840-88.7% | $158,966-87.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 50.36% | 58.76%-8.4pp | 48.32%+2.0pp | 302.95%-252.6pp |
| Employer contribution / active EE | $5,543 | $6,698-17.3% | $5,919-6.4% | $4,762+16.4% |
| Participant deferral / active EE | $8,808 | $8,405+4.8% | $7,714+14.2% | $5,983+47.2% |
| Admin fee / account holder | $4 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |