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 | $4,944 | $32,037-84.6% | $69,182-92.9% | $62,881-92.1% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 8.36% | 15.16%-6.8pp | -21.93%+30.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $482 | $679-29.1% | $1,206-60.1% | $2,281-78.9% |
| Participant deferral / active EE | $1,027 | $1,185-13.3% | $1,897-45.9% | $3,203-67.9% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |