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 | $18,701 | $196,972-90.5% | $182,262-89.7% | $198,609-90.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 24.48% | 158.27%-133.8pp | 140.60%-116.1pp | 202.70%-178.2pp |
| Employer contribution / active EE | $2,017 | $5,364-62.4% | $5,046-60.0% | $5,055-60.1% |
| Participant deferral / active EE | $5,846 | $8,643-32.4% | $8,276-29.4% | $6,977-16.2% |
| Admin fee / account holder | $43 | $18,429-99.8% | $16,712-99.7% | $19,030-99.8% |