Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,237 | $110,337-91.6% | $102,383-91.0% | $145,877-93.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 24.69% | 24.83%-0.1pp | 24.94%-0.2pp | 551.28%-526.6pp |
| Employer contribution / active EE | $3,221 | $4,216-23.6% | $3,870-16.8% | $4,663-30.9% |
| Participant deferral / active EE | $3,022 | $5,621-46.2% | $5,060-40.3% | $6,691-54.8% |
| Admin fee / account holder | $110 | $9,750-98.9% | $8,391-98.7% | $13,402-99.2% |