Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,597 | $58,726-78.5% | $142,898-91.2% | $85,847-85.3% |
| Participation rate | 96.0% | 58.5%+37.5pp | 72.0%+24.0pp | 69.3%+26.7pp |
| Annual return | 18.39% | 27.73%-9.3pp | 5639.64%-5621.3pp | 318.61%-300.2pp |
| Employer contribution / active EE | $1,664 | $1,424+16.9% | $4,146-59.9% | $2,565-35.1% |
| Participant deferral / active EE | $3,504 | $2,609+34.3% | $3,838-8.7% | $3,952-11.3% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |