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 | $13,576 | $166,242-91.8% | $165,071-91.8% | $145,884-90.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 15.98% | 100.44%-84.5pp | 70.17%-54.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,875 | $5,283-64.5% | $4,347-56.9% | $4,662-59.8% |
| Participant deferral / active EE | $3,148 | $6,964-54.8% | $6,035-47.8% | $6,690-52.9% |
| Admin fee / account holder | $69 | $16,658-99.6% | $12,695-99.5% | $13,392-99.5% |