Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,232 | $54,541-84.9% | $78,778-89.6% | $70,126-88.3% |
| Participation rate | 85.3% | 60.8%+24.5pp | 69.2%+16.1pp | 69.5%+15.8pp |
| Annual return | 28.71% | 21.07%+7.6pp | 35.62%-6.9pp | 73.15%-44.4pp |
| Employer contribution / active EE | $3,161 | $1,089+190.4% | $1,986+59.2% | $2,343+35.0% |
| Participant deferral / active EE | $2,385 | $2,210+7.9% | $2,958-19.4% | $3,332-28.4% |
| Admin fee / account holder | $98 | $3,709-97.4% | $5,134-98.1% | $4,645-97.9% |