Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,855 | $85,171-92.0% | $172,752-96.0% | $72,975-90.6% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 19.93% | 27.32%-7.4pp | 802.97%-783.0pp | 81.01%-61.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,237 | $3,260-0.7% | $5,198-37.7% | $3,608-10.3% |
| Admin fee / account holder | $93 | $5,880-98.4% | $13,955-99.3% | $5,124-98.2% |