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 | $13,488 | $112,933-88.1% | $90,970-85.2% | $158,982-91.5% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 21.31% | 215.82%-194.5pp | 134.60%-113.3pp | 302.99%-281.7pp |
| Employer contribution / active EE | $1,557 | $2,893-46.2% | $2,122-26.6% | $4,763-67.3% |
| Participant deferral / active EE | $2,686 | $4,128-34.9% | $3,373-20.4% | $5,983-55.1% |
| Admin fee / account holder | $254 | $8,047-96.8% | $5,961-95.7% | $11,252-97.7% |