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 | $6,939 | $73,988-90.6% | $96,538-92.8% | $75,177-90.8% |
| Participation rate | 75.9% | 66.4%+9.4pp | 74.3%+1.5pp | 67.2%+8.7pp |
| Annual return | 46.72% | 26.73%+20.0pp | 35.74%+11.0pp | 160.75%-114.0pp |
| Employer contribution / active EE | $1,643 | $2,930-43.9% | $3,740-56.1% | $2,671-38.5% |
| Participant deferral / active EE | $2,717 | $3,660-25.8% | $4,880-44.3% | $4,126-34.2% |
| Admin fee / account holder | $187 | $5,220-96.4% | $6,737-97.2% | $5,651-96.7% |