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 | $10,357 | $110,410-90.6% | $102,437-89.9% | $145,897-92.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.45% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,587 | $4,217-62.4% | $3,871-59.0% | $4,663-66.0% |
| Participant deferral / active EE | $3,821 | $5,622-32.0% | $5,060-24.5% | $6,689-42.9% |
| Admin fee / account holder | $61 | $9,745-99.4% | $8,388-99.3% | $13,390-99.5% |