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 | $8,540 | $110,212-92.3% | $96,534-91.2% | $139,466-93.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 32.33% | 26.42%+5.9pp | 25.88%+6.4pp | 373.66%-341.3pp |
| Employer contribution / active EE | $1,932 | $3,620-46.6% | $2,965-34.8% | $4,754-59.4% |
| Participant deferral / active EE | $2,394 | $5,547-56.8% | $4,851-50.7% | $6,712-64.3% |
| Admin fee / account holder | $20 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |