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 | $12,817 | $84,236-84.8% | $170,435-92.5% | $70,126-81.7% |
| Participation rate | 86.5% | 70.8%+15.7pp | 83.6%+2.9pp | 69.5%+16.9pp |
| Annual return | 26.05% | 23.06%+3.0pp | 205.94%-179.9pp | 73.15%-47.1pp |
| Employer contribution / active EE | $1,036 | $3,387-69.4% | $5,432-80.9% | $2,343-55.8% |
| Participant deferral / active EE | $2,262 | $3,086-26.7% | $4,939-54.2% | $3,332-32.1% |
| Admin fee / account holder | $3 | $5,698-100.0% | $13,881-100.0% | $4,645-99.9% |