Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,146 | $47,848-91.3% | $81,473-94.9% | $70,126-94.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 28.44% | 27.25%+1.2pp | 38.78%-10.3pp | 73.15%-44.7pp |
| Employer contribution / active EE | $1,169 | $1,527-23.4% | $2,568-54.5% | $2,343-50.1% |
| Participant deferral / active EE | $1,960 | $2,453-20.1% | $3,537-44.6% | $3,332-41.2% |
| Admin fee / account holder | $11 | $3,145-99.7% | $4,561-99.8% | $4,645-99.8% |