Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,123 | $139,948-87.8% | $121,663-85.9% | $154,746-88.9% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.5%-3.1pp | 80.7%-9.3pp |
| Annual return | 18.46% | 230.52%-212.1pp | 147.54%-129.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,149 | $3,521-67.4% | $3,020-62.0% | $4,379-73.8% |
| Participant deferral / active EE | $1,979 | $5,629-64.8% | $4,887-59.5% | $6,730-70.6% |
| Admin fee / account holder | $11 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |