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 | $16,164 | $165,399-90.2% | $149,745-89.2% | $158,982-89.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,823 | $5,105-44.7% | $4,646-39.2% | $4,763-40.7% |
| Participant deferral / active EE | $5,317 | $7,183-26.0% | $6,843-22.3% | $5,983-11.1% |
| Admin fee / account holder | $117 | $10,811-98.9% | $9,312-98.7% | $11,252-99.0% |