Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,822 | $81,476-95.3% | $102,383-96.3% | $80,925-95.3% |
| Participation rate | 83.8% | 66.8%+16.9pp | 74.5%+9.3pp | 67.7%+16.1pp |
| Annual return | 18.11% | 25.59%-7.5pp | 24.94%-6.8pp | 35.65%-17.5pp |
| Employer contribution / active EE | $1,529 | $3,105-50.7% | $3,870-60.5% | $2,756-44.5% |
| Participant deferral / active EE | $2,264 | $3,871-41.5% | $5,060-55.3% | $4,299-47.3% |
| Admin fee / account holder | $101 | $6,717-98.5% | $8,391-98.8% | $6,940-98.5% |