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 | $6,116 | $152,394-96.0% | $124,067-95.1% | $155,188-96.1% |
| Participation rate | 83.3% | 68.8%+14.5pp | 66.9%+16.4pp | 80.8%+2.5pp |
| Annual return | 26.83% | 34.93%-8.1pp | 31.06%-4.2pp | 148.84%-122.0pp |
| Employer contribution / active EE | $819 | $2,398-65.8% | $2,166-62.2% | $4,248-80.7% |
| Participant deferral / active EE | $1,401 | $3,823-63.4% | $3,463-59.5% | $6,531-78.5% |
| Admin fee / account holder | $16 | $6,949-99.8% | $7,351-99.8% | $14,480-99.9% |