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 | $15,556 | $64,729-76.0% | $112,263-86.1% | $68,490-77.3% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.1%+12.9pp | 67.9%+20.1pp |
| Annual return | -9.51% | -11.40%+1.9pp | 27.49%-37.0pp | -7.85%-1.7pp |
| Employer contribution / active EE | $1,118 | $2,746-59.3% | $3,636-69.3% | $2,597-57.0% |
| Participant deferral / active EE | $1,745 | $3,566-51.1% | $4,729-63.1% | $4,028-56.7% |
| Admin fee / account holder | $296 | $5,222-94.3% | $6,410-95.4% | $5,403-94.5% |