Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,065 | $78,423-83.3% | $95,964-86.4% | $79,856-83.6% |
| Participation rate | 75.6% | 73.5%+2.1pp | 77.1%-1.5pp | 69.6%+5.9pp |
| Annual return | 27.63% | 19.37%+8.3pp | 91.64%-64.0pp | 31.71%-4.1pp |
| Employer contribution / active EE | $1,739 | $1,945-10.6% | $2,541-31.6% | $2,471-29.6% |
| Participant deferral / active EE | $3,637 | $3,440+5.7% | $4,167-12.7% | $3,741-2.8% |
| Admin fee / account holder | $100 | $5,622-98.2% | $6,797-98.5% | $5,306-98.1% |