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 | $13,030 | $45,566-71.4% | $64,105-79.7% | $59,633-78.2% |
| Participation rate | 75.0% | 60.2%+14.8pp | 68.2%+6.8pp | 68.7%+6.3pp |
| Annual return | 0.03% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $1,025 | $934+9.7% | $1,820-43.7% | $2,203-53.5% |
| Participant deferral / active EE | $1,510 | $2,057-26.6% | $2,822-46.5% | $3,192-52.7% |
| Admin fee / account holder | $78 | $3,268-97.6% | $4,499-98.3% | $4,297-98.2% |