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 | $8,760 | $110,212-92.1% | $96,534-90.9% | $139,466-93.7% |
| Participation rate | 92.9% | 78.1%+14.7pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 39.12% | 26.42%+12.7pp | 25.88%+13.2pp | 373.66%-334.5pp |
| Employer contribution / active EE | $1,458 | $3,620-59.7% | $2,965-50.8% | $4,754-69.3% |
| Participant deferral / active EE | $3,988 | $5,547-28.1% | $4,851-17.8% | $6,712-40.6% |
| Admin fee / account holder | $14 | $11,599-99.9% | $8,253-99.8% | $11,409-99.9% |