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 | $7,554 | $84,236-91.0% | $170,435-95.6% | $70,126-89.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.12% | 23.06%-6.9pp | 205.94%-189.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $895 | $3,387-73.6% | $5,432-83.5% | $2,343-61.8% |
| Participant deferral / active EE | $1,941 | $3,086-37.1% | $4,939-60.7% | $3,332-41.8% |
| Admin fee / account holder | $162 | $5,698-97.2% | $13,881-98.8% | $4,645-96.5% |