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 | $6,422 | $93,064-93.1% | $74,577-91.4% | $273,972-97.7% |
| Participation rate | 81.0% | 74.9%+6.0pp | 68.1%+12.8pp | 83.0%-2.1pp |
| Annual return | 10.08% | 26.18%-16.1pp | 20.47%-10.4pp | 41.46%-31.4pp |
| Employer contribution / active EE | $994 | $3,160-68.6% | $2,525-60.7% | $4,869-79.6% |
| Participant deferral / active EE | $1,879 | $4,160-54.8% | $3,458-45.7% | $5,287-64.5% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |