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 | $3,320 | $75,832-95.6% | $147,617-97.8% | $59,633-94.4% |
| Participation rate | 78.8% | 71.6%+7.2pp | 84.6%-5.8pp | 68.7%+10.1pp |
| Annual return | -2.60% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $520 | $3,485-85.1% | $5,564-90.7% | $2,203-76.4% |
| Participant deferral / active EE | $899 | $3,131-71.3% | $4,895-81.6% | $3,192-71.8% |
| Admin fee / account holder | $295 | $5,986-95.1% | $11,612-97.5% | $4,297-93.1% |