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 | $6,820 | $127,296-94.6% | $109,907-93.8% | $167,536-95.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.2%-1.5pp | 82.1%-9.4pp |
| Annual return | 15.90% | 22.97%-7.1pp | 29.46%-13.6pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,116 | $3,325-66.4% | $2,844-60.7% | $4,839-76.9% |
| Participant deferral / active EE | $2,033 | $4,513-54.9% | $4,047-49.8% | $6,342-67.9% |
| Admin fee / account holder | $56 | $7,119-99.2% | $6,069-99.1% | $12,315-99.5% |