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 | $7,574 | $106,749-92.9% | $145,433-94.8% | $82,448-90.8% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 36.75% | 27.59%+9.2pp | 66.58%-29.8pp | 41.64%-4.9pp |
| Employer contribution / active EE | $1,880 | $3,444-45.4% | $4,554-58.7% | $2,551-26.3% |
| Participant deferral / active EE | $3,091 | $6,519-52.6% | $7,897-60.9% | $4,139-25.3% |
| Admin fee / account holder | $169 | $8,390-98.0% | $13,129-98.7% | $7,234-97.7% |