Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,895 | $142,426-87.4% | $115,167-84.5% | $152,909-88.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 21.49% | 41.48%-20.0pp | 35.60%-14.1pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,251 | $4,011-68.8% | $3,179-60.7% | $4,764-73.7% |
| Participant deferral / active EE | $3,098 | $5,165-40.0% | $4,169-25.7% | $5,851-47.1% |
| Admin fee / account holder | $15 | $8,464-99.8% | $7,089-99.8% | $11,601-99.9% |