Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,585 | $118,708-92.8% | $98,920-91.3% | $158,966-94.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+8.9pp |
| Annual return | 18.96% | 372.49%-353.5pp | 196.47%-177.5pp | 302.95%-284.0pp |
| Employer contribution / active EE | $1,149 | $3,334-65.5% | $2,689-57.3% | $4,762-75.9% |
| Participant deferral / active EE | $1,974 | $5,089-61.2% | $4,245-53.5% | $5,983-67.0% |
| Admin fee / account holder | $6 | $10,134-99.9% | $6,643-99.9% | $11,250-99.9% |