Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,080 | $115,810-91.3% | $101,271-90.0% | $158,966-93.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 89.45% | 56.15%+33.3pp | 46.48%+43.0pp | 302.95%-213.5pp |
| Employer contribution / active EE | $1,587 | $4,175-62.0% | $3,660-56.6% | $4,762-66.7% |
| Participant deferral / active EE | $4,480 | $4,958-9.6% | $4,371+2.5% | $5,983-25.1% |
| Admin fee / account holder | $93 | $7,248-98.7% | $5,948-98.4% | $11,250-99.2% |