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 | $10,967 | $155,555-92.9% | $146,866-92.5% | $155,188-92.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 19.78% | 115.41%-95.6pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $803 | $4,647-82.7% | $4,425-81.8% | $4,248-81.1% |
| Participant deferral / active EE | $3,388 | $8,044-57.9% | $7,759-56.3% | $6,531-48.1% |
| Admin fee / account holder | $155 | $14,755-99.0% | $13,620-98.9% | $14,480-98.9% |