Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,003 | $93,598-90.4% | $135,974-93.4% | $75,173-88.0% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 30.85% | 30.89%0pp | 68.30%-37.5pp | 160.72%-129.9pp |
| Employer contribution / active EE | $2,101 | $3,538-40.6% | $4,859-56.8% | $2,671-21.3% |
| Participant deferral / active EE | $4,678 | $6,405-27.0% | $7,760-39.7% | $4,126+13.4% |
| Admin fee / account holder | $274 | $6,978-96.1% | $10,767-97.5% | $5,651-95.2% |