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 | $11,658 | $115,931-89.9% | $185,441-93.7% | $86,983-86.6% |
| Participation rate | 92.9% | 73.6%+19.2pp | 80.3%+12.6pp | 69.5%+23.3pp |
| Annual return | 24.94% | 21.47%+3.5pp | 20.16%+4.8pp | 25.83%-0.9pp |
| Employer contribution / active EE | $2,184 | $2,937-25.6% | $4,672-53.3% | $2,584-15.5% |
| Participant deferral / active EE | $3,230 | $4,551-29.0% | $6,152-47.5% | $4,194-23.0% |
| Admin fee / account holder | $219 | $10,687-97.9% | $17,890-98.8% | $7,856-97.2% |