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 | $2,838 | $58,848-95.2% | $88,179-96.8% | $82,637-96.6% |
| Participation rate | 80.6% | 57.9%+22.7pp | 69.1%+11.5pp | 68.1%+12.6pp |
| Annual return | 25.51% | 22.76%+2.7pp | 64.97%-39.5pp | 53.51%-28.0pp |
| Employer contribution / active EE | $529 | $1,678-68.5% | $2,549-79.3% | $2,552-79.3% |
| Participant deferral / active EE | $1,425 | $3,124-54.4% | $4,614-69.1% | $4,126-65.5% |
| Admin fee / account holder | $64 | $4,795-98.7% | $7,673-99.2% | $7,339-99.1% |