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 | $21,538 | $157,296-86.3% | $141,191-84.7% | $152,897-85.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 88.32% | 64.34%+24.0pp | 71.41%+16.9pp | 345.43%-257.1pp |
| Employer contribution / active EE | $1,512 | $5,262-71.3% | $4,736-68.1% | $4,764-68.3% |
| Participant deferral / active EE | $6,073 | $7,111-14.6% | $6,710-9.5% | $5,851+3.8% |
| Admin fee / account holder | $82 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |