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 | $9,276 | $157,296-94.1% | $141,191-93.4% | $152,897-93.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 35.79% | 64.34%-28.6pp | 71.41%-35.6pp | 345.43%-309.6pp |
| Employer contribution / active EE | $1,755 | $5,262-66.6% | $4,736-62.9% | $4,764-63.2% |
| Participant deferral / active EE | $4,478 | $7,111-37.0% | $6,710-33.3% | $5,851-23.5% |
| Admin fee / account holder | $60 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |