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 | $5,884 | $106,247-94.5% | $96,515-93.9% | $139,466-95.8% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 33.37% | 38.47%-5.1pp | 35.73%-2.4pp | 373.66%-340.3pp |
| Employer contribution / active EE | $1,449 | $4,106-64.7% | $3,740-61.2% | $4,754-69.5% |
| Participant deferral / active EE | $3,036 | $5,456-44.4% | $4,880-37.8% | $6,712-54.8% |
| Admin fee / account holder | $281 | $7,885-96.4% | $6,735-95.8% | $11,409-97.5% |