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 | $4,677 | $110,410-95.8% | $102,437-95.4% | $145,897-96.8% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 33.24% | 24.85%+8.4pp | 24.95%+8.3pp | 552.29%-519.1pp |
| Employer contribution / active EE | $2,502 | $4,217-40.7% | $3,871-35.4% | $4,663-46.3% |
| Participant deferral / active EE | $3,184 | $5,622-43.4% | $5,060-37.1% | $6,689-52.4% |
| Admin fee / account holder | $249 | $9,745-97.4% | $8,388-97.0% | $13,390-98.1% |