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 | $7,135 | $110,254-93.5% | $95,733-92.5% | $139,427-94.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.11% | 27.13%+3.0pp | 28.37%+1.7pp | 373.27%-343.2pp |
| Employer contribution / active EE | $1,386 | $3,258-57.5% | $2,835-51.1% | $4,752-70.8% |
| Participant deferral / active EE | $2,787 | $4,675-40.4% | $4,244-34.3% | $6,711-58.5% |
| Admin fee / account holder | $12 | $6,607-99.8% | $5,673-99.8% | $11,404-99.9% |