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 | $8,840 | $46,877-81.1% | $122,354-92.8% | $70,126-87.4% |
| Participation rate | 92.6% | 58.2%+34.4pp | 71.6%+21.0pp | 69.5%+23.1pp |
| Annual return | 16.00% | 24.22%-8.2pp | 30.28%-14.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,515 | $1,288+17.6% | $4,051-62.6% | $2,343-35.3% |
| Participant deferral / active EE | $2,405 | $2,167+11.0% | $3,287-26.8% | $3,332-27.8% |
| Admin fee / account holder | $231 | $3,324-93.1% | $5,479-95.8% | $4,645-95.0% |