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 | $14,435 | $156,398-90.8% | $147,318-90.2% | $138,895-89.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 29.56% | 78.75%-49.2pp | 70.43%-40.9pp | 145.39%-115.8pp |
| Employer contribution / active EE | $2,181 | $4,853-55.1% | $4,593-52.5% | $4,194-48.0% |
| Participant deferral / active EE | $4,440 | $8,237-46.1% | $7,906-43.8% | $6,396-30.6% |
| Admin fee / account holder | $38 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |