Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,311 | $147,556-95.0% | $129,031-94.3% | $198,609-96.3% |
| Participation rate | 93.3% | 77.2%+16.1pp | 73.4%+20.0pp | 82.4%+11.0pp |
| Annual return | 21.34% | 37.41%-16.1pp | 34.67%-13.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $959 | $3,645-73.7% | $3,226-70.3% | $5,055-81.0% |
| Participant deferral / active EE | $3,006 | $5,760-47.8% | $5,217-42.4% | $6,977-56.9% |
| Admin fee / account holder | $148 | $15,467-99.0% | $13,208-98.9% | $19,030-99.2% |