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 | $9,698 | $77,449-87.5% | $69,483-86.0% | $152,909-93.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.5%+0.9pp |
| Annual return | 30.87% | 39.09%-8.2pp | 28.99%+1.9pp | 345.46%-314.6pp |
| Employer contribution / active EE | $1,068 | $3,316-67.8% | $2,780-61.6% | $4,764-77.6% |
| Participant deferral / active EE | $2,590 | $4,415-41.3% | $3,537-26.8% | $5,851-55.7% |
| Admin fee / account holder | $102 | $6,210-98.4% | $3,841-97.3% | $11,601-99.1% |