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 | $11,908 | $167,353-92.9% | $143,797-91.7% | $134,545-91.1% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | 6.22% | 0.48%+5.7pp | -0.04%+6.3pp | 418.37%-412.2pp |
| Employer contribution / active EE | $2,675 | $5,620-52.4% | $4,952-46.0% | $4,742-43.6% |
| Participant deferral / active EE | $5,866 | $6,447-9.0% | $5,638+4.0% | $6,401-8.4% |
| Admin fee / account holder | $38 | $18,096-99.8% | $14,679-99.7% | $11,431-99.7% |