Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,657 | $63,082-91.0% | $81,726-93.1% | $79,856-92.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 75.88% | 22.66%+53.2pp | 29.49%+46.4pp | 31.71%+44.2pp |
| Employer contribution / active EE | $1,481 | $1,795-17.5% | $4,311-65.7% | $2,471-40.1% |
| Participant deferral / active EE | $2,455 | $2,780-11.7% | $7,108-65.5% | $3,741-34.4% |
| Admin fee / account holder | $163 | $4,428-96.3% | $5,160-96.8% | $5,306-96.9% |