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 | $13,805 | $178,174-92.3% | $156,181-91.2% | $137,256-89.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.97% | 84.19%-73.2pp | 64.87%-53.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $9,733 | $4,972+95.8% | $4,294+126.7% | $4,156+134.2% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $171 | $17,404-99.0% | $14,586-98.8% | $12,270-98.6% |