Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,815 | $172,111-96.0% | $150,298-95.5% | $137,256-95.0% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 59.09% | 69.37%-10.3pp | 62.79%-3.7pp | 220.34%-161.3pp |
| Employer contribution / active EE | $1,453 | $4,636-68.7% | $4,154-65.0% | $4,156-65.0% |
| Participant deferral / active EE | $2,028 | $6,166-67.1% | $5,453-62.8% | $6,407-68.3% |
| Admin fee / account holder | $126 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |