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 | $12,105 | $124,980-90.3% | $108,359-88.8% | $154,746-92.2% |
| Participation rate | 72.2% | 75.2%-2.9pp | 70.1%+2.1pp | 80.7%-8.5pp |
| Annual return | 27.33% | 45.00%-17.7pp | 36.89%-9.6pp | 172.34%-145.0pp |
| Employer contribution / active EE | $1,811 | $2,851-36.5% | $2,399-24.5% | $4,379-58.6% |
| Participant deferral / active EE | $3,019 | $4,743-36.4% | $4,137-27.0% | $6,730-55.1% |
| Admin fee / account holder | $296 | $11,502-97.4% | $9,741-97.0% | $14,365-97.9% |