Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,364 | $177,353-92.5% | $158,226-91.6% | $198,609-93.3% |
| Participation rate | 75.0% | 77.0%-2.0pp | 74.8%+0.2pp | 82.4%-7.4pp |
| Annual return | 21.14% | 599.50%-578.4pp | 501.41%-480.3pp | 202.70%-181.6pp |
| Employer contribution / active EE | $1,548 | $3,239-52.2% | $2,986-48.1% | $5,055-69.4% |
| Participant deferral / active EE | $2,281 | $4,615-50.6% | $4,317-47.2% | $6,977-67.3% |
| Admin fee / account holder | $30 | $10,960-99.7% | $10,217-99.7% | $19,030-99.8% |