Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,102 | $175,259-93.7% | $149,723-92.6% | $139,487-92.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.24% | 166.82%-126.6pp | 134.50%-94.3pp | 373.84%-333.6pp |
| Employer contribution / active EE | $3,448 | $5,478-37.1% | $4,821-28.5% | $4,755-27.5% |
| Participant deferral / active EE | $4,599 | $6,522-29.5% | $5,682-19.1% | $6,713-31.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |