Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,809 | $107,733-90.9% | $92,985-89.5% | $154,746-93.7% |
| Participation rate | 91.7% | 74.6%+17.1pp | 69.5%+22.2pp | 80.7%+11.0pp |
| Annual return | 20.41% | 30.39%-10.0pp | 27.99%-7.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,023 | $3,126-67.3% | $2,662-61.6% | $4,379-76.6% |
| Participant deferral / active EE | $2,081 | $5,053-58.8% | $4,377-52.5% | $6,730-69.1% |
| Admin fee / account holder | $290 | $11,369-97.4% | $9,463-96.9% | $14,365-98.0% |