Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,471 | $107,353-87.5% | $92,903-85.5% | $152,885-91.2% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 54.82% | 145.62%-90.8pp | 109.43%-54.6pp | 345.39%-290.6pp |
| Employer contribution / active EE | $1,361 | $4,222-67.8% | $3,653-62.7% | $4,763-71.4% |
| Participant deferral / active EE | $3,917 | $4,848-19.2% | $4,238-7.6% | $5,851-33.1% |
| Admin fee / account holder | $3 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |