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 | $10,221 | $124,980-91.8% | $108,359-90.6% | $154,746-93.4% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 23.85% | 45.00%-21.2pp | 36.89%-13.0pp | 172.34%-148.5pp |
| Employer contribution / active EE | $652 | $2,851-77.1% | $2,399-72.8% | $4,379-85.1% |
| Participant deferral / active EE | $4,107 | $4,743-13.4% | $4,137-0.7% | $6,730-39.0% |
| Admin fee / account holder | $34 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |