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 | $7,382 | $54,763-86.5% | $90,324-91.8% | $72,976-89.9% |
| Participation rate | 79.3% | 65.2%+14.2pp | 73.3%+6.0pp | 69.5%+9.8pp |
| Annual return | 30.23% | 30.63%-0.4pp | 78.15%-47.9pp | 81.02%-50.8pp |
| Employer contribution / active EE | $543 | $2,093-74.1% | $2,856-81.0% | $2,440-77.8% |
| Participant deferral / active EE | $989 | $2,887-65.8% | $3,885-74.6% | $3,608-72.6% |
| Admin fee / account holder | $126 | $3,973-96.8% | $5,356-97.7% | $5,124-97.5% |