Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,106 | $64,324-85.8% | $118,946-92.3% | $79,858-88.6% |
| Participation rate | 76.3% | 64.9%+11.5pp | 75.4%+1.0pp | 69.6%+6.7pp |
| Annual return | 130.19% | 86.45%+43.7pp | 35.89%+94.3pp | 31.72%+98.5pp |
| Employer contribution / active EE | $1,134 | $1,836-38.3% | $3,263-65.3% | $2,471-54.1% |
| Participant deferral / active EE | $1,377 | $2,824-51.2% | $4,266-67.7% | $3,740-63.2% |
| Admin fee / account holder | $240 | $4,040-94.1% | $6,581-96.4% | $5,306-95.5% |