Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,787 | $106,923-89.0% | $84,023-86.0% | $152,909-92.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.24% | 105.02%-83.8pp | 71.32%-50.1pp | 345.46%-324.2pp |
| Employer contribution / active EE | $2,099 | $2,735-23.3% | $1,984+5.8% | $4,764-55.9% |
| Participant deferral / active EE | $2,130 | $4,013-46.9% | $3,239-34.2% | $5,851-63.6% |
| Admin fee / account holder | $208 | $8,289-97.5% | $6,102-96.6% | $11,601-98.2% |