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 | $7,183 | $112,729-93.6% | $98,716-92.7% | $137,256-94.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 25.57% | 38.48%-12.9pp | 31.81%-6.2pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,177 | $2,725-56.8% | $2,279-48.4% | $4,156-71.7% |
| Participant deferral / active EE | $1,856 | $4,640-60.0% | $4,048-54.1% | $6,407-71.0% |
| Admin fee / account holder | $17 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |