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 | $11,193 | $88,707-87.4% | $74,184-84.9% | $273,972-95.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.48% | 11.94%-4.5pp | 17.74%-10.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,248 | $3,159-60.5% | $2,370-47.3% | $4,869-74.4% |
| Participant deferral / active EE | $1,388 | $4,212-67.1% | $3,550-60.9% | $5,287-73.8% |
| Admin fee / account holder | $52 | $8,717-99.4% | $5,586-99.1% | $10,133-99.5% |