Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,322 | $168,635-93.9% | $147,617-93.0% | $125,389-91.8% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | -2.89% | 77.65%-80.5pp | 61.98%-64.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,634 | $6,252-73.9% | $5,564-70.6% | $4,866-66.4% |
| Participant deferral / active EE | $3,930 | $5,507-28.6% | $4,895-19.7% | $5,352-26.6% |
| Admin fee / account holder | $73 | $13,580-99.5% | $11,612-99.4% | $9,541-99.2% |