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 | $7,298 | $121,701-94.0% | $104,639-93.0% | $158,982-95.4% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 19.65% | 465.72%-446.1pp | 340.67%-321.0pp | 302.99%-283.3pp |
| Employer contribution / active EE | $423 | $3,165-86.6% | $2,682-84.2% | $4,763-91.1% |
| Participant deferral / active EE | $896 | $4,176-78.5% | $3,738-76.0% | $5,983-85.0% |
| Admin fee / account holder | $53 | $7,778-99.3% | $6,465-99.2% | $11,252-99.5% |