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 | $19,798 | $102,429-80.7% | $147,096-86.5% | $80,925-75.5% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 17.92% | 135.02%-117.1pp | 419.75%-401.8pp | 35.65%-17.7pp |
| Employer contribution / active EE | $2,063 | $3,716-44.5% | $4,936-58.2% | $2,756-25.1% |
| Participant deferral / active EE | $4,158 | $6,649-37.5% | $8,071-48.5% | $4,299-3.3% |
| Admin fee / account holder | $33 | $7,957-99.6% | $13,005-99.7% | $6,940-99.5% |