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 | $6,186 | $47,848-87.1% | $81,473-92.4% | $70,126-91.2% |
| Participation rate | 96.0% | 58.3%+37.7pp | 68.0%+28.0pp | 69.5%+26.5pp |
| Annual return | 21.63% | 27.25%-5.6pp | 38.78%-17.2pp | 73.15%-51.5pp |
| Employer contribution / active EE | $1,245 | $1,527-18.5% | $2,568-51.5% | $2,343-46.8% |
| Participant deferral / active EE | $1,700 | $2,453-30.7% | $3,537-51.9% | $3,332-49.0% |
| Admin fee / account holder | $228 | $3,145-92.7% | $4,561-95.0% | $4,645-95.1% |