Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,905 | $209,422-85.7% | $178,503-83.2% | $158,982-81.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.82% | 188.81%-165.0pp | 151.12%-127.3pp | 302.99%-279.2pp |
| Employer contribution / active EE | $6,840 | $5,707+19.8% | $5,011+36.5% | $4,763+43.6% |
| Participant deferral / active EE | $6,212 | $5,955+4.3% | $5,202+19.4% | $5,983+3.8% |
| Admin fee / account holder | $38 | $17,079-99.8% | $13,987-99.7% | $11,252-99.7% |