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 | $28,537 | $153,769-81.4% | $133,975-78.7% | $273,972-89.6% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,503 | $6,029-75.1% | $5,211-71.2% | $4,869-69.1% |
| Participant deferral / active EE | $6,242 | $6,958-10.3% | $6,282-0.6% | $5,287+18.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |