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 | $13,281 | $117,895-88.7% | $102,460-87.0% | $145,897-90.9% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 17.33% | 31.92%-14.6pp | 29.47%-12.1pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,059 | $3,619-43.1% | $3,025-31.9% | $4,663-55.8% |
| Participant deferral / active EE | $5,014 | $5,736-12.6% | $5,056-0.8% | $6,689-25.0% |
| Admin fee / account holder | $71 | $13,353-99.5% | $9,460-99.3% | $13,390-99.5% |