Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,141 | $81,476-81.4% | $102,383-85.2% | $80,925-81.3% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.7%+30.0pp |
| Annual return | 14.10% | 25.59%-11.5pp | 24.94%-10.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,881 | $3,105-39.4% | $3,870-51.4% | $2,756-31.7% |
| Participant deferral / active EE | $3,256 | $3,871-15.9% | $5,060-35.6% | $4,299-24.2% |
| Admin fee / account holder | $61 | $6,717-99.1% | $8,391-99.3% | $6,940-99.1% |