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 | $21,639 | $165,399-86.9% | $149,745-85.5% | $158,982-86.4% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,263 | $5,105-16.5% | $4,646-8.2% | $4,763-10.5% |
| Participant deferral / active EE | $7,815 | $7,183+8.8% | $6,843+14.2% | $5,983+30.6% |
| Admin fee / account holder | $278 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |