Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,631 | $147,556-90.1% | $129,031-88.7% | $198,609-92.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 21.58% | 37.41%-15.8pp | 34.67%-13.1pp | 202.70%-181.1pp |
| Employer contribution / active EE | $3,819 | $3,645+4.8% | $3,226+18.4% | $5,055-24.5% |
| Participant deferral / active EE | $3,017 | $5,760-47.6% | $5,217-42.2% | $6,977-56.8% |
| Admin fee / account holder | $44 | $15,467-99.7% | $13,208-99.7% | $19,030-99.8% |