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 | $15,303 | $212,386-92.8% | $199,883-92.3% | $138,895-89.0% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 25.30% | 47.75%-22.4pp | 43.81%-18.5pp | 145.39%-120.1pp |
| Employer contribution / active EE | $2,290 | $6,625-65.4% | $6,261-63.4% | $4,194-45.4% |
| Participant deferral / active EE | $3,228 | $9,617-66.4% | $9,138-64.7% | $6,396-49.5% |
| Admin fee / account holder | $22 | $18,233-99.9% | $17,268-99.9% | $12,562-99.8% |