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 | $7,649 | $148,629-94.9% | $135,982-94.4% | $139,487-94.5% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 47.24% | 79.33%-32.1pp | 68.32%-21.1pp | 373.84%-326.6pp |
| Employer contribution / active EE | $1,553 | $5,247-70.4% | $4,859-68.0% | $4,755-67.3% |
| Participant deferral / active EE | $2,604 | $8,102-67.9% | $7,760-66.4% | $6,713-61.2% |
| Admin fee / account holder | $36 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |