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 | $17,081 | $46,877-63.6% | $122,354-86.0% | $70,126-75.6% |
| Participation rate | 92.3% | 58.2%+34.1pp | 71.6%+20.7pp | 69.5%+22.8pp |
| Annual return | 14.55% | 24.22%-9.7pp | 30.28%-15.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,604 | $2,167-26.0% | $3,287-51.2% | $3,332-51.9% |
| Admin fee / account holder | $164 | $3,324-95.1% | $5,479-97.0% | $4,645-96.5% |