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 | $13,558 | $183,592-92.6% | $155,574-91.3% | $145,877-90.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 19.34% | 61.37%-42.0pp | 64.87%-45.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $2,223 | $5,317-58.2% | $4,676-52.5% | $4,663-52.3% |
| Participant deferral / active EE | $3,471 | $6,466-46.3% | $5,629-38.3% | $6,691-48.1% |
| Admin fee / account holder | $220 | $19,316-98.9% | $15,914-98.6% | $13,402-98.4% |