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 | $12,737 | $75,832-83.2% | $147,617-91.4% | $59,633-78.6% |
| Participation rate | 91.2% | 71.6%+19.6pp | 84.6%+6.6pp | 68.7%+22.5pp |
| Annual return | 8.49% | 0.37%+8.1pp | 61.98%-53.5pp | 2041.45%-2033.0pp |
| Employer contribution / active EE | $1,684 | $3,485-51.7% | $5,564-69.7% | $2,203-23.5% |
| Participant deferral / active EE | $3,471 | $3,131+10.9% | $4,895-29.1% | $3,192+8.7% |
| Admin fee / account holder | $138 | $5,986-97.7% | $11,612-98.8% | $4,297-96.8% |