Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,871 | $148,623-91.3% | $135,974-90.5% | $139,466-90.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 48.56% | 79.30%-30.7pp | 68.30%-19.7pp | 373.66%-325.1pp |
| Employer contribution / active EE | $1,982 | $5,246-62.2% | $4,859-59.2% | $4,754-58.3% |
| Participant deferral / active EE | $5,598 | $8,103-30.9% | $7,760-27.9% | $6,712-16.6% |
| Admin fee / account holder | $201 | $12,406-98.4% | $10,767-98.1% | $11,409-98.2% |