Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,225 | $51,222-91.8% | $70,544-94.0% | $75,173-94.4% |
| Participation rate | 84.6% | 61.0%+23.6pp | 68.4%+16.3pp | 67.2%+17.4pp |
| Annual return | 28.42% | 30.06%-1.6pp | 32.79%-4.4pp | 160.72%-132.3pp |
| Employer contribution / active EE | $797 | $1,827-56.4% | $2,976-73.2% | $2,671-70.2% |
| Participant deferral / active EE | $1,214 | $2,850-57.4% | $4,568-73.4% | $4,126-70.6% |
| Admin fee / account holder | $115 | $4,096-97.2% | $6,427-98.2% | $5,651-98.0% |