Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,303 | $132,634-94.5% | $115,768-93.7% | $137,256-94.7% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.4%-1.7pp | 80.0%-7.2pp |
| Annual return | 21.19% | 160.70%-139.5pp | 100.46%-79.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,092 | $3,360-67.5% | $2,940-62.9% | $4,156-73.7% |
| Participant deferral / active EE | $1,802 | $5,619-67.9% | $4,917-63.4% | $6,407-71.9% |
| Admin fee / account holder | $38 | $15,028-99.7% | $12,439-99.7% | $12,270-99.7% |