Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,321 | $124,346-94.1% | $111,308-93.4% | $167,536-95.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 10.47% | 37.45%-27.0pp | 54.67%-44.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $1,275 | $3,437-62.9% | $2,732-53.3% | $4,839-73.7% |
| Participant deferral / active EE | $2,536 | $5,182-51.1% | $4,487-43.5% | $6,342-60.0% |
| Admin fee / account holder | $213 | $10,621-98.0% | $7,965-97.3% | $12,315-98.3% |