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 | $5,480 | $93,346-94.1% | $71,796-92.4% | $273,972-98.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 3.04% | 130.39%-127.3pp | 78.04%-75.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,014 | $3,475-13.3% | $2,794+7.9% | $5,287-43.0% |
| Admin fee / account holder | $48 | $6,571-99.3% | $4,815-99.0% | $10,133-99.5% |