Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,241 | $177,353-94.2% | $158,226-93.5% | $198,609-94.8% |
| Participation rate | 87.5% | 77.0%+10.5pp | 74.8%+12.7pp | 82.4%+5.1pp |
| Annual return | 20.49% | 599.50%-579.0pp | 501.41%-480.9pp | 202.70%-182.2pp |
| Employer contribution / active EE | $1,468 | $3,239-54.7% | $2,986-50.8% | $5,055-71.0% |
| Participant deferral / active EE | $4,098 | $4,615-11.2% | $4,317-5.1% | $6,977-41.3% |
| Admin fee / account holder | $263 | $10,960-97.6% | $10,217-97.4% | $19,030-98.6% |