Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,596 | $89,367-79.2% | $141,191-86.8% | $72,975-74.5% |
| Participation rate | 73.3% | 75.1%-1.8pp | 82.5%-9.1pp | 69.5%+3.8pp |
| Annual return | 29.51% | 111.87%-82.4pp | 71.41%-41.9pp | 81.01%-51.5pp |
| Employer contribution / active EE | $1,714 | $3,115-45.0% | $4,736-63.8% | $2,440-29.7% |
| Participant deferral / active EE | $3,635 | $5,419-32.9% | $6,710-45.8% | $3,608+0.8% |
| Admin fee / account holder | $215 | $5,957-96.4% | $10,264-97.9% | $5,124-95.8% |