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 | $7,399 | $48,050-84.6% | $96,754-92.4% | $64,340-88.5% |
| Participation rate | 72.0% | 40.6%+31.5pp | 70.3%+1.8pp | 55.2%+16.8pp |
| Annual return | 23.12% | 23.41%-0.3pp | 82.04%-58.9pp | 24.14%-1.0pp |
| Employer contribution / active EE | $1,152 | $1,204-4.3% | $2,679-57.0% | $1,862-38.1% |
| Participant deferral / active EE | $738 | $2,191-66.3% | $4,758-84.5% | $2,980-75.3% |
| Admin fee / account holder | $60 | $3,741-98.4% | $8,905-99.3% | $3,703-98.4% |