Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,681 | $54,757-95.1% | $90,300-97.0% | $72,983-96.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.59% | 30.63%-11.0pp | 78.11%-58.5pp | 81.01%-61.4pp |
| Employer contribution / active EE | $474 | $2,092-77.4% | $2,854-83.4% | $2,440-80.6% |
| Participant deferral / active EE | $1,256 | $2,887-56.5% | $3,884-67.7% | $3,608-65.2% |
| Admin fee / account holder | $67 | $3,972-98.3% | $5,353-98.8% | $5,124-98.7% |