Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,099 | $78,423-90.9% | $95,964-92.6% | $79,856-91.1% |
| Participation rate | 90.6% | 73.5%+17.1pp | 77.1%+13.5pp | 69.6%+21.0pp |
| Annual return | 222.26% | 19.37%+202.9pp | 91.64%+130.6pp | 31.71%+190.5pp |
| Employer contribution / active EE | $1,849 | $1,945-5.0% | $2,541-27.3% | $2,471-25.2% |
| Participant deferral / active EE | $2,531 | $3,440-26.4% | $4,167-39.3% | $3,741-32.3% |
| Admin fee / account holder | $20 | $5,622-99.6% | $6,797-99.7% | $5,306-99.6% |