Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,095 | $183,627-95.6% | $155,602-94.8% | $145,978-94.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.92% | 61.32%-51.4pp | 64.81%-54.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $1,193 | $5,316-77.6% | $4,675-74.5% | $4,662-74.4% |
| Participant deferral / active EE | $2,834 | $6,466-56.2% | $5,629-49.6% | $6,690-57.6% |
| Admin fee / account holder | $103 | $19,327-99.5% | $15,923-99.4% | $13,400-99.2% |