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 | $111,814-91.3% | $103,378-90.6% | $145,978-93.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 21.74% | 24.80%-3.1pp | 24.91%-3.2pp | 550.52%-528.8pp |
| Employer contribution / active EE | $2,322 | $4,215-44.9% | $3,870-40.0% | $4,662-50.2% |
| Participant deferral / active EE | $3,940 | $5,618-29.9% | $5,058-22.1% | $6,690-41.1% |
| Admin fee / account holder | $44 | $9,764-99.5% | $8,401-99.5% | $13,400-99.7% |