Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,081 | $169,336-97.0% | $129,384-96.1% | $145,884-96.5% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 15.21% | 14408.70%-14393.5pp | 9461.77%-9446.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,073 | $5,540-80.6% | $4,153-74.2% | $4,662-77.0% |
| Participant deferral / active EE | $1,758 | $4,985-64.7% | $4,166-57.8% | $6,690-73.7% |
| Admin fee / account holder | $183 | $9,912-98.2% | $7,686-97.6% | $13,392-98.6% |