Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,230 | $114,712-92.0% | $173,730-94.7% | $87,485-89.4% |
| Participation rate | 91.1% | 73.0%+18.1pp | 79.6%+11.5pp | 68.9%+22.1pp |
| Annual return | 17.00% | 20.18%-3.2pp | 19.96%-3.0pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,658 | $4,642-42.7% | $6,326-58.0% | $4,274-37.8% |
| Admin fee / account holder | $257 | $10,210-97.5% | $17,523-98.5% | $7,775-96.7% |