Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,095 | $174,379-93.6% | $152,093-92.7% | $138,895-92.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 27.32% | 74.86%-47.5pp | 66.36%-39.0pp | 145.39%-118.1pp |
| Employer contribution / active EE | $1,772 | $4,652-61.9% | $4,175-57.6% | $4,194-57.8% |
| Participant deferral / active EE | $2,868 | $6,159-53.4% | $5,451-47.4% | $6,396-55.2% |
| Admin fee / account holder | $110 | $16,880-99.4% | $14,497-99.2% | $12,562-99.1% |