Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,912 | $112,729-93.9% | $98,716-93.0% | $137,256-95.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.31% | 38.48%-27.2pp | 31.81%-20.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $682 | $2,725-75.0% | $2,279-70.1% | $4,156-83.6% |
| Participant deferral / active EE | $1,246 | $4,640-73.1% | $4,048-69.2% | $6,407-80.6% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |