Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,542 | $82,028-92.0% | $123,105-94.7% | $59,633-89.0% |
| Participation rate | 98.0% | 83.2%+14.8pp | 86.8%+11.2pp | 68.7%+29.3pp |
| Annual return | 13.51% | 5.12%+8.4pp | 13.22%+0.3pp | 2041.45%-2027.9pp |
| Employer contribution / active EE | $3,200 | $3,297-2.9% | $5,151-37.9% | $2,203+45.3% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $210 | $5,879-96.4% | $9,014-97.7% | $4,297-95.1% |