Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,006 | $109,372-92.7% | $89,414-91.0% | $158,966-95.0% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 16.72% | 345.55%-328.8pp | 245.50%-228.8pp | 302.95%-286.2pp |
| Employer contribution / active EE | $2,368 | $3,171-25.3% | $2,586-8.4% | $4,762-50.3% |
| Participant deferral / active EE | $1,083 | $4,598-76.4% | $3,890-72.1% | $5,983-81.9% |
| Admin fee / account holder | $32 | $6,156-99.5% | $4,883-99.3% | $11,250-99.7% |