Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,753 | $93,064-90.6% | $74,577-88.3% | $273,972-96.8% |
| Participation rate | 91.3% | 74.9%+16.4pp | 68.1%+23.2pp | 83.0%+8.3pp |
| Annual return | 7.77% | 26.18%-18.4pp | 20.47%-12.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,677 | $3,160-46.9% | $2,525-33.6% | $4,869-65.5% |
| Participant deferral / active EE | $1,063 | $4,160-74.4% | $3,458-69.3% | $5,287-79.9% |
| Admin fee / account holder | $3 | $5,273-99.9% | $4,138-99.9% | $10,133-100.0% |