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 | $7,122 | $217,432-96.7% | $185,849-96.2% | $167,536-95.7% |
| Participation rate | 82.4% | 86.1%-3.7pp | 81.7%+0.6pp | 82.1%+0.2pp |
| Annual return | 19.16% | 148.42%-129.3pp | 122.10%-102.9pp | 478.82%-459.7pp |
| Employer contribution / active EE | $1,225 | $5,875-79.1% | $5,169-76.3% | $4,839-74.7% |
| Participant deferral / active EE | $3,428 | $6,357-46.1% | $5,569-38.4% | $6,342-46.0% |
| Admin fee / account holder | $208 | $19,818-99.0% | $16,244-98.7% | $12,315-98.3% |