Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,230 | $127,790-88.1% | $106,555-85.7% | $167,536-90.9% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 27.38% | 33.88%-6.5pp | 26.80%+0.6pp | 478.82%-451.4pp |
| Employer contribution / active EE | $1,908 | $3,428-44.3% | $2,819-32.3% | $4,839-60.6% |
| Participant deferral / active EE | $4,970 | $5,088-2.3% | $4,399+13.0% | $6,342-21.6% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |