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 | $12,874 | $91,179-85.9% | $178,499-92.8% | $79,852-83.9% |
| Participation rate | 87.1% | 69.2%+17.9pp | 81.9%+5.2pp | 69.6%+17.5pp |
| Annual return | 118.45% | 24.19%+94.3pp | 151.10%-32.7pp | 31.72%+86.7pp |
| Employer contribution / active EE | $1,735 | $3,256-46.7% | $5,011-65.4% | $2,471-29.8% |
| Participant deferral / active EE | $2,620 | $3,236-19.0% | $5,202-49.6% | $3,740-29.9% |
| Admin fee / account holder | $231 | $6,749-96.6% | $13,986-98.3% | $5,306-95.6% |