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 | $4,055 | $78,690-94.8% | $161,489-97.5% | $87,485-95.4% |
| Participation rate | 88.9% | 67.5%+21.4pp | 78.7%+10.2pp | 68.9%+20.0pp |
| Annual return | 22.61% | 32.74%-10.1pp | 89.72%-67.1pp | 26.06%-3.5pp |
| Employer contribution / active EE | $992 | $2,588-61.7% | $4,268-76.7% | $2,596-61.8% |
| Participant deferral / active EE | $1,421 | $3,311-57.1% | $5,630-74.8% | $4,274-66.7% |
| Admin fee / account holder | $61 | $6,724-99.1% | $16,006-99.6% | $7,775-99.2% |