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 | $6,522 | $47,848-86.4% | $81,473-92.0% | $70,126-90.7% |
| Participation rate | 71.4% | 58.3%+13.2pp | 68.0%+3.5pp | 69.5%+1.9pp |
| Annual return | 26.52% | 27.25%-0.7pp | 38.78%-12.3pp | 73.15%-46.6pp |
| Employer contribution / active EE | $794 | $1,527-48.0% | $2,568-69.1% | $2,343-66.1% |
| Participant deferral / active EE | $1,226 | $2,453-50.0% | $3,537-65.3% | $3,332-63.2% |
| Admin fee / account holder | $221 | $3,145-93.0% | $4,561-95.1% | $4,645-95.2% |