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 | $15,822 | $209,425-92.4% | $178,499-91.1% | $158,966-90.0% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 43.35% | 188.80%-145.4pp | 151.10%-107.8pp | 302.95%-259.6pp |
| Employer contribution / active EE | $1,322 | $5,707-76.8% | $5,011-73.6% | $4,762-72.2% |
| Participant deferral / active EE | $3,787 | $5,955-36.4% | $5,202-27.2% | $5,983-36.7% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |