Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,437 | $153,311-89.3% | $109,313-85.0% | $273,972-94.0% |
| Participation rate | 86.4% | 80.1%+6.3pp | 71.3%+15.1pp | 83.0%+3.3pp |
| Annual return | 5.69% | 29.86%-24.2pp | 22.07%-16.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $985 | $3,932-74.9% | $3,166-68.9% | $5,287-81.4% |
| Admin fee / account holder | $216 | $8,076-97.3% | $5,666-96.2% | $10,133-97.9% |