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 | $17,184 | $124,346-86.2% | $111,308-84.6% | $167,536-89.7% |
| Participation rate | 84.6% | 79.6%+5.0pp | 77.3%+7.3pp | 82.1%+2.5pp |
| Annual return | 20.54% | 37.45%-16.9pp | 54.67%-34.1pp | 478.82%-458.3pp |
| Employer contribution / active EE | $1,441 | $3,437-58.1% | $2,732-47.3% | $4,839-70.2% |
| Participant deferral / active EE | $2,858 | $5,182-44.8% | $4,487-36.3% | $6,342-54.9% |
| Admin fee / account holder | $112 | $10,621-98.9% | $7,965-98.6% | $12,315-99.1% |