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 | $12,644 | $97,289-87.0% | $92,805-86.4% | $155,188-91.9% |
| Participation rate | 73.3% | 84.2%-10.8pp | 83.5%-10.2pp | 80.8%-7.5pp |
| Annual return | 20.29% | 29.03%-8.7pp | 31.59%-11.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,455 | $3,632-59.9% | $3,424-57.5% | $4,248-65.7% |
| Participant deferral / active EE | $3,448 | $8,795-60.8% | $8,448-59.2% | $6,531-47.2% |
| Admin fee / account holder | $201 | $12,015-98.3% | $10,911-98.2% | $14,480-98.6% |