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 | $6,462 | $110,303-94.1% | $95,759-93.3% | $139,487-95.4% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 39.76% | 27.19%+12.6pp | 28.42%+11.3pp | 373.84%-334.1pp |
| Employer contribution / active EE | $1,507 | $3,261-53.8% | $2,836-46.9% | $4,755-68.3% |
| Participant deferral / active EE | $1,798 | $4,674-61.5% | $4,244-57.6% | $6,713-73.2% |
| Admin fee / account holder | $166 | $6,615-97.5% | $5,678-97.1% | $11,407-98.5% |