Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,834 | $202,342-85.3% | $172,752-82.7% | $152,897-80.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.82% | 1029.83%-1016.0pp | 802.97%-789.2pp | 345.43%-331.6pp |
| Employer contribution / active EE | $3,334 | $5,858-43.1% | $5,144-35.2% | $4,764-30.0% |
| Participant deferral / active EE | $4,150 | $5,948-30.2% | $5,198-20.2% | $5,851-29.1% |
| Admin fee / account holder | $77 | $17,111-99.6% | $13,955-99.4% | $11,599-99.3% |