Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,377 | $49,896-93.2% | $80,627-95.8% | $75,173-95.5% |
| Participation rate | 95.1% | 55.3%+39.8pp | 67.0%+28.1pp | 67.2%+27.9pp |
| Annual return | 19.77% | 34.67%-14.9pp | 936.76%-917.0pp | 160.72%-141.0pp |
| Employer contribution / active EE | $614 | $1,699-63.9% | $2,723-77.5% | $2,671-77.0% |
| Participant deferral / active EE | $1,034 | $2,992-65.4% | $4,443-76.7% | $4,126-74.9% |
| Admin fee / account holder | $283 | $3,578-92.1% | $5,381-94.7% | $5,651-95.0% |