Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,383 | $135,956-90.9% | $123,894-90.0% | $273,972-95.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 32.50% | 56.63%-24.1pp | 47.52%-15.0pp | 41.46%-9.0pp |
| Employer contribution / active EE | $1,968 | $5,170-61.9% | $4,617-57.4% | $4,869-59.6% |
| Participant deferral / active EE | $5,213 | $6,343-17.8% | $5,984-12.9% | $5,287-1.4% |
| Admin fee / account holder | $127 | $9,817-98.7% | $8,357-98.5% | $10,133-98.8% |