Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,599 | $93,346-83.3% | $71,796-78.3% | $273,972-94.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 8.04% | 130.39%-122.3pp | 78.04%-70.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,632 | $2,733-40.3% | $1,924-15.2% | $4,869-66.5% |
| Participant deferral / active EE | $2,637 | $3,475-24.1% | $2,794-5.6% | $5,287-50.1% |
| Admin fee / account holder | $193 | $6,571-97.1% | $4,815-96.0% | $10,133-98.1% |