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 | $21,080 | $137,414-84.7% | $189,537-88.9% | $85,847-75.4% |
| Participation rate | 84.6% | 84.6%0pp | 87.8%-3.2pp | 69.3%+15.3pp |
| Annual return | 15.37% | 38.14%-22.8pp | 555.34%-540.0pp | 318.61%-303.2pp |
| Employer contribution / active EE | $1,460 | $4,344-66.4% | $6,161-76.3% | $2,565-43.1% |
| Participant deferral / active EE | $2,992 | $6,260-52.2% | $8,220-63.6% | $3,952-24.3% |
| Admin fee / account holder | $221 | $8,630-97.4% | $12,048-98.2% | $6,261-96.5% |