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 | $15,164 | $103,393-85.3% | $87,103-82.6% | $152,909-90.1% |
| Participation rate | 76.5% | 79.4%-2.9pp | 76.9%-0.4pp | 82.5%-6.0pp |
| Annual return | 33.67% | 28.10%+5.6pp | 28.19%+5.5pp | 345.46%-311.8pp |
| Employer contribution / active EE | $1,790 | $3,221-44.4% | $2,521-29.0% | $4,764-62.4% |
| Participant deferral / active EE | $5,605 | $4,778+17.3% | $4,049+38.4% | $5,851-4.2% |
| Admin fee / account holder | $75 | $12,195-99.4% | $7,491-99.0% | $11,601-99.4% |