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 | $14,032 | $155,555-91.0% | $146,866-90.4% | $155,188-91.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 24.12% | 115.41%-91.3pp | 102.85%-78.7pp | 148.84%-124.7pp |
| Employer contribution / active EE | $1,736 | $4,647-62.6% | $4,425-60.8% | $4,248-59.1% |
| Participant deferral / active EE | $2,721 | $8,044-66.2% | $7,759-64.9% | $6,531-58.3% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |