Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,072 | $116,203-86.2% | $93,621-82.8% | $152,897-89.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | 42.61% | 35.96%+6.6pp | 32.76%+9.8pp | 345.43%-302.8pp |
| Employer contribution / active EE | $1,787 | $3,219-44.5% | $2,719-34.3% | $4,764-62.5% |
| Participant deferral / active EE | $5,263 | $4,605+14.3% | $4,070+29.3% | $5,851-10.0% |
| Admin fee / account holder | $14 | $10,751-99.9% | $7,890-99.8% | $11,599-99.9% |