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 | $4,011 | $103,164-96.1% | $90,259-95.6% | $154,746-97.4% |
| Participation rate | 80.0% | 76.1%+3.9pp | 70.7%+9.3pp | 80.7%-0.7pp |
| Annual return | 24.41% | 19.25%+5.2pp | 18.88%+5.5pp | 172.34%-147.9pp |
| Employer contribution / active EE | $687 | $2,532-72.9% | $2,291-70.0% | $4,379-84.3% |
| Participant deferral / active EE | $1,093 | $4,422-75.3% | $3,827-71.4% | $6,730-83.8% |
| Admin fee / account holder | $13 | $8,593-99.9% | $7,267-99.8% | $14,365-99.9% |