Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,744 | $147,556-87.3% | $129,031-85.5% | $198,609-90.6% |
| Participation rate | 88.9% | 77.2%+11.6pp | 73.4%+15.5pp | 82.4%+6.5pp |
| Annual return | 20.10% | 37.41%-17.3pp | 34.67%-14.6pp | 202.70%-182.6pp |
| Employer contribution / active EE | $1,573 | $3,645-56.8% | $3,226-51.2% | $5,055-68.9% |
| Participant deferral / active EE | $2,889 | $5,760-49.8% | $5,217-44.6% | $6,977-58.6% |
| Admin fee / account holder | $46 | $15,467-99.7% | $13,208-99.7% | $19,030-99.8% |