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 | $4,273 | $48,118-91.1% | $136,833-96.9% | $94,015-95.5% |
| Participation rate | 92.7% | 47.4%+45.3pp | 59.0%+33.7pp | 70.8%+21.9pp |
| Annual return | 22.56% | 14.65%+7.9pp | 35.32%-12.8pp | 17.84%+4.7pp |
| Employer contribution / active EE | $583 | $821-28.9% | $1,319-55.8% | $2,790-79.1% |
| Participant deferral / active EE | $1,190 | $1,651-27.9% | $2,441-51.3% | $4,249-72.0% |
| Admin fee / account holder | $134 | $3,059-95.6% | $4,706-97.2% | $8,951-98.5% |