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 | $9,611 | $138,114-93.0% | $125,391-92.3% | $134,545-92.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.00% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,826 | $5,246-65.2% | $4,816-62.1% | $4,742-61.5% |
| Participant deferral / active EE | $2,871 | $7,801-63.2% | $7,448-61.5% | $6,401-55.2% |
| Admin fee / account holder | $53 | $11,570-99.5% | $10,009-99.5% | $11,431-99.5% |