Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,867 | $175,231-92.7% | $149,696-91.4% | $139,466-90.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 32.26% | 166.77%-134.5pp | 134.46%-102.2pp | 373.66%-341.4pp |
| Employer contribution / active EE | $1,911 | $5,478-65.1% | $4,821-60.4% | $4,754-59.8% |
| Participant deferral / active EE | $3,630 | $6,521-44.3% | $5,682-36.1% | $6,712-45.9% |
| Admin fee / account holder | $167 | $16,155-99.0% | $13,212-98.7% | $11,409-98.5% |