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 | $5,021 | $104,924-95.2% | $84,623-94.1% | $152,885-96.7% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 25.54% | 373.82%-348.3pp | 258.77%-233.2pp | 345.39%-319.9pp |
| Employer contribution / active EE | $873 | $3,302-73.6% | $2,652-67.1% | $4,763-81.7% |
| Participant deferral / active EE | $1,623 | $4,689-65.4% | $3,899-58.4% | $5,851-72.3% |
| Admin fee / account holder | $188 | $6,242-97.0% | $4,913-96.2% | $11,598-98.4% |