Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,658 | $103,949-94.6% | $69,182-91.8% | $273,972-97.9% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 8.04% | 35.28%-27.2pp | -21.93%+30.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $661 | $1,783-63.0% | $1,206-45.2% | $4,869-86.4% |
| Participant deferral / active EE | $685 | $2,716-74.8% | $1,897-63.9% | $5,287-87.1% |
| Admin fee / account holder | $135 | $3,671-96.3% | $2,697-95.0% | $10,133-98.7% |