Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,760 | $72,273-82.3% | $101,275-87.4% | $79,856-84.0% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | 26.72% | 22.30%+4.4pp | 46.48%-19.8pp | 31.71%-5.0pp |
| Employer contribution / active EE | $2,362 | $2,691-12.2% | $3,660-35.5% | $2,471-4.4% |
| Participant deferral / active EE | $3,505 | $3,282+6.8% | $4,371-19.8% | $3,741-6.3% |
| Admin fee / account holder | $228 | $4,401-94.8% | $5,948-96.2% | $5,306-95.7% |