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 | $8,342 | $96,491-91.4% | $75,894-89.0% | $152,885-94.5% |
| Participation rate | 91.7% | 76.2%+15.5pp | 69.3%+22.4pp | 82.5%+9.2pp |
| Annual return | 22.50% | 33.98%-11.5pp | 30.76%-8.3pp | 345.39%-322.9pp |
| Employer contribution / active EE | $1,528 | $3,310-53.8% | $2,501-38.9% | $4,763-67.9% |
| Participant deferral / active EE | $3,605 | $4,553-20.8% | $3,6030% | $5,851-38.4% |
| Admin fee / account holder | $212 | $8,079-97.4% | $5,420-96.1% | $11,598-98.2% |