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 | $12,736 | $157,829-91.9% | $136,867-90.7% | $198,609-93.6% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 21.36% | 51.25%-29.9pp | 42.97%-21.6pp | 202.70%-181.3pp |
| Employer contribution / active EE | $1,866 | $3,923-52.4% | $3,547-47.4% | $5,055-63.1% |
| Participant deferral / active EE | $2,750 | $5,463-49.7% | $4,924-44.1% | $6,977-60.6% |
| Admin fee / account holder | $34 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |