Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,994 | $176,786-92.1% | $146,643-90.5% | $167,536-91.6% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 20.78% | 24.04%-3.3pp | 22.75%-2.0pp | 478.82%-458.0pp |
| Employer contribution / active EE | $2,473 | $5,161-52.1% | $4,137-40.2% | $4,839-48.9% |
| Participant deferral / active EE | $4,083 | $6,440-36.6% | $5,506-25.9% | $6,342-35.6% |
| Admin fee / account holder | $13 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |