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 | $6,739 | $106,280-93.7% | $96,538-93.0% | $139,487-95.2% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 23.11% | 38.48%-15.4pp | 35.74%-12.6pp | 373.84%-350.7pp |
| Employer contribution / active EE | $1,808 | $4,107-56.0% | $3,740-51.7% | $4,755-62.0% |
| Participant deferral / active EE | $2,748 | $5,457-49.6% | $4,880-43.7% | $6,713-59.1% |
| Admin fee / account holder | $93 | $7,888-98.8% | $6,737-98.6% | $11,407-99.2% |