Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,316 | $53,774-93.8% | $134,162-97.5% | $79,856-95.8% |
| Participation rate | 93.5% | 58.8%+34.8pp | 72.2%+21.4pp | 69.6%+23.9pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,530 | $1,322+15.7% | $3,705-58.7% | $2,471-38.1% |
| Participant deferral / active EE | $1,608 | $2,420-33.6% | $3,500-54.1% | $3,741-57.0% |
| Admin fee / account holder | $37 | $3,985-99.1% | $6,685-99.4% | $5,306-99.3% |