Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,074 | $65,712-90.8% | $57,196-89.4% | $273,972-97.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.09% | 22.01%-16.9pp | 14.59%-9.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $967 | $3,280-70.5% | $2,683-63.9% | $4,869-80.1% |
| Participant deferral / active EE | $967 | $3,782-74.4% | $3,096-68.8% | $5,287-81.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |