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 | $9,712 | $110,410-91.2% | $102,437-90.5% | $145,897-93.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 21.74% | 24.85%-3.1pp | 24.95%-3.2pp | 552.29%-530.6pp |
| Employer contribution / active EE | $2,322 | $4,217-44.9% | $3,871-40.0% | $4,663-50.2% |
| Participant deferral / active EE | $3,940 | $5,622-29.9% | $5,060-22.1% | $6,689-41.1% |
| Admin fee / account holder | $44 | $9,745-99.5% | $8,388-99.5% | $13,390-99.7% |