Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,740 | $81,504-86.8% | $102,437-89.5% | $80,959-86.7% |
| Participation rate | 70.0% | 66.9%+3.1pp | 74.5%-4.5pp | 67.7%+2.3pp |
| Annual return | 10.47% | 25.60%-15.1pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,637 | $3,104-47.3% | $3,871-57.7% | $2,757-40.6% |
| Participant deferral / active EE | $2,124 | $3,871-45.1% | $5,060-58.0% | $4,300-50.6% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |