Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,886 | $139,948-90.1% | $121,663-88.6% | $154,746-91.0% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.5%+11.2pp | 80.7%+5.0pp |
| Annual return | 20.92% | 230.52%-209.6pp | 147.54%-126.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,165 | $3,521-66.9% | $3,020-61.4% | $4,379-73.4% |
| Participant deferral / active EE | $1,827 | $5,629-67.5% | $4,887-62.6% | $6,730-72.8% |
| Admin fee / account holder | $89 | $17,321-99.5% | $14,289-99.4% | $14,365-99.4% |