Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,093 | $65,367-84.6% | $92,915-89.1% | $72,976-86.2% |
| Participation rate | 80.8% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.3pp |
| Annual return | 45.14% | 42.11%+3.0pp | 109.45%-64.3pp | 81.02%-35.9pp |
| Employer contribution / active EE | $1,831 | $2,594-29.4% | $3,653-49.9% | $2,440-25.0% |
| Participant deferral / active EE | $3,697 | $3,128+18.2% | $4,238-12.8% | $3,608+2.5% |
| Admin fee / account holder | $14 | $4,251-99.7% | $5,796-99.8% | $5,124-99.7% |