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 | $11,217 | $85,766-86.9% | $136,298-91.8% | $70,126-84.0% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 26.98% | 31.46%-4.5pp | 5156.27%-5129.3pp | 73.15%-46.2pp |
| Employer contribution / active EE | $2,099 | $2,966-29.2% | $4,696-55.3% | $2,343-10.4% |
| Participant deferral / active EE | $4,477 | $5,051-11.4% | $6,247-28.3% | $3,332+34.4% |
| Admin fee / account holder | $166 | $5,421-96.9% | $9,244-98.2% | $4,645-96.4% |