Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,909 | $103,008-92.3% | $90,304-91.2% | $152,897-94.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 51.48% | 95.22%-43.7pp | 78.13%-26.6pp | 345.43%-293.9pp |
| Employer contribution / active EE | $2,222 | $3,139-29.2% | $2,855-22.2% | $4,764-53.3% |
| Participant deferral / active EE | $2,564 | $4,281-40.1% | $3,885-34.0% | $5,851-56.2% |
| Admin fee / account holder | $20 | $6,175-99.7% | $5,354-99.6% | $11,599-99.8% |