Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,443 | $154,193-88.7% | $130,045-86.6% | $139,466-87.5% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 23.78% | 32.51%-8.7pp | -137.30%+161.1pp | 373.66%-349.9pp |
| Employer contribution / active EE | $2,283 | $5,292-56.9% | $4,321-47.2% | $4,754-52.0% |
| Participant deferral / active EE | $4,494 | $6,709-33.0% | $5,820-22.8% | $6,712-33.1% |
| Admin fee / account holder | $60 | $13,989-99.6% | $10,600-99.4% | $11,409-99.5% |