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 | $9,821 | $81,664-88.0% | $70,476-86.1% | $158,966-93.8% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 19.30% | 208.59%-189.3pp | 109.12%-89.8pp | 302.95%-283.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,433 | $4,556-68.5% | $3,710-61.4% | $5,983-76.0% |
| Admin fee / account holder | $68 | $6,197-98.9% | $3,847-98.2% | $11,250-99.4% |