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 | $6,527 | $93,064-93.0% | $74,577-91.2% | $273,972-97.6% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 121.92% | 26.18%+95.7pp | 20.47%+101.5pp | 41.46%+80.5pp |
| Employer contribution / active EE | $960 | $3,160-69.6% | $2,525-62.0% | $4,869-80.3% |
| Participant deferral / active EE | $1,815 | $4,160-56.4% | $3,458-47.5% | $5,287-65.7% |
| Admin fee / account holder | $12 | $5,273-99.8% | $4,138-99.7% | $10,133-99.9% |