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 | $3,356 | $81,262-95.9% | $155,602-97.8% | $80,911-95.9% |
| Participation rate | 91.8% | 66.2%+25.6pp | 78.2%+13.6pp | 67.6%+24.2pp |
| Annual return | 26.61% | 33.34%-6.7pp | 64.81%-38.2pp | 35.63%-9.0pp |
| Employer contribution / active EE | $726 | $3,102-76.6% | $4,675-84.5% | $2,756-73.6% |
| Participant deferral / active EE | $2,197 | $3,451-36.4% | $5,629-61.0% | $4,297-48.9% |
| Admin fee / account holder | $199 | $7,992-97.5% | $15,923-98.8% | $6,935-97.1% |