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 | $6,070 | $72,114-91.6% | $108,745-94.4% | $62,881-90.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 16.46% | 13.41%+3.1pp | 46.22%-29.8pp | 20.14%-3.7pp |
| Employer contribution / active EE | $1,717 | $2,694-36.3% | $3,323-48.3% | $2,281-24.7% |
| Participant deferral / active EE | $2,237 | $4,044-44.7% | $5,121-56.3% | $3,203-30.2% |
| Admin fee / account holder | $169 | $4,608-96.3% | $6,144-97.2% | $4,296-96.1% |