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 | $23,017 | $209,336-89.0% | $197,124-88.3% | $137,256-83.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.10% | 48.09%-22.0pp | 44.34%-18.2pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,833 | $6,591-72.2% | $6,227-70.6% | $4,156-55.9% |
| Participant deferral / active EE | $9,562 | $9,614-0.5% | $9,135+4.7% | $6,407+49.3% |
| Admin fee / account holder | $48 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |