Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,490 | $183,592-93.2% | $155,567-92.0% | $145,959-91.4% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 16.43% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,669 | $5,315-68.6% | $4,674-64.3% | $4,661-64.2% |
| Participant deferral / active EE | $2,981 | $6,464-53.9% | $5,628-47.0% | $6,689-55.4% |
| Admin fee / account holder | $143 | $19,318-99.3% | $15,916-99.1% | $13,398-98.9% |