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 | $14,964 | $112,121-86.7% | $95,960-84.4% | $158,966-90.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 7.56% | 171.16%-163.6pp | 91.63%-84.1pp | 302.95%-295.4pp |
| Employer contribution / active EE | $6,021 | $3,199+88.2% | $2,541+136.9% | $4,762+26.4% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5 | $10,135-100.0% | $6,797-99.9% | $11,250-100.0% |