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 | $10,325 | $65,367-84.2% | $92,915-88.9% | $72,976-85.9% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.0%+20.3pp | 69.5%+26.8pp |
| Annual return | 24.66% | 42.11%-17.4pp | 109.45%-84.8pp | 81.02%-56.4pp |
| Employer contribution / active EE | $1,762 | $2,594-32.1% | $3,653-51.8% | $2,440-27.8% |
| Participant deferral / active EE | $2,618 | $3,128-16.3% | $4,238-38.2% | $3,608-27.4% |
| Admin fee / account holder | $52 | $4,251-98.8% | $5,796-99.1% | $5,124-99.0% |