Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,851 | $148,623-92.7% | $135,974-92.0% | $139,466-92.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 21.33% | 79.30%-58.0pp | 68.30%-47.0pp | 373.66%-352.3pp |
| Employer contribution / active EE | $1,270 | $5,246-75.8% | $4,859-73.9% | $4,754-73.3% |
| Participant deferral / active EE | $4,488 | $8,103-44.6% | $7,760-42.2% | $6,712-33.1% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |