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 | $9,647 | $129,737-92.6% | $119,126-91.9% | $154,746-93.8% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 25.37% | 379.08%-353.7pp | 282.11%-256.7pp | 172.34%-147.0pp |
| Employer contribution / active EE | $1,864 | $4,375-57.4% | $4,034-53.8% | $4,379-57.4% |
| Participant deferral / active EE | $2,101 | $5,842-64.0% | $5,318-60.5% | $6,730-68.8% |
| Admin fee / account holder | $14 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |