Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,895 | $73,863-89.3% | $143,797-94.5% | $68,490-88.5% |
| Participation rate | 83.1% | 66.7%+16.5pp | 80.3%+2.8pp | 67.9%+15.2pp |
| Annual return | 11.34% | 0.91%+10.4pp | -0.04%+11.4pp | -7.85%+19.2pp |
| Employer contribution / active EE | $1,153 | $3,185-63.8% | $4,952-76.7% | $2,597-55.6% |
| Participant deferral / active EE | $2,070 | $3,385-38.9% | $5,638-63.3% | $4,028-48.6% |
| Admin fee / account holder | $30 | $5,756-99.5% | $14,679-99.8% | $5,403-99.4% |