Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,539 | $84,236-93.4% | $170,435-96.7% | $70,126-92.1% |
| Participation rate | 81.4% | 70.8%+10.6pp | 83.6%-2.2pp | 69.5%+11.9pp |
| Annual return | 24.86% | 23.06%+1.8pp | 205.94%-181.1pp | 73.15%-48.3pp |
| Employer contribution / active EE | $652 | $3,387-80.8% | $5,432-88.0% | $2,343-72.2% |
| Participant deferral / active EE | $1,984 | $3,086-35.7% | $4,939-59.8% | $3,332-40.5% |
| Admin fee / account holder | $84 | $5,698-98.5% | $13,881-99.4% | $4,645-98.2% |