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 | $3,676 | $81,276-95.5% | $155,574-97.6% | $80,925-95.5% |
| Participation rate | 83.9% | 66.2%+17.7pp | 78.2%+5.7pp | 67.7%+16.3pp |
| Annual return | 28.48% | 33.36%-4.9pp | 64.87%-36.4pp | 35.65%-7.2pp |
| Employer contribution / active EE | $660 | $3,103-78.7% | $4,676-85.9% | $2,756-76.0% |
| Participant deferral / active EE | $1,964 | $3,453-43.1% | $5,629-65.1% | $4,299-54.3% |
| Admin fee / account holder | $172 | $7,993-97.8% | $15,914-98.9% | $6,940-97.5% |