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 | $8,513 | $81,403-89.5% | $147,027-94.2% | $87,485-90.3% |
| Participation rate | 81.5% | 63.4%+18.0pp | 73.7%+7.7pp | 68.9%+12.5pp |
| Annual return | 17.90% | 16.51%+1.4pp | 20.23%-2.3pp | 26.06%-8.2pp |
| Employer contribution / active EE | $602 | $2,205-72.7% | $3,626-83.4% | $2,596-76.8% |
| Participant deferral / active EE | $1,680 | $3,315-49.3% | $4,933-65.9% | $4,274-60.7% |
| Admin fee / account holder | $25 | $6,755-99.6% | $12,223-99.8% | $7,775-99.7% |