Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,298 | $162,812-91.8% | $133,971-90.1% | $158,966-91.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 33.83% | 41.94%-8.1pp | 45.09%-11.3pp | 302.95%-269.1pp |
| Employer contribution / active EE | $1,572 | $4,976-68.4% | $3,919-59.9% | $4,762-67.0% |
| Participant deferral / active EE | $2,952 | $5,910-50.1% | $5,047-41.5% | $5,983-50.7% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |