Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,251 | $117,444-97.2% | $99,479-96.7% | $152,909-97.9% |
| Participation rate | 81.8% | 77.5%+4.3pp | 73.8%+8.0pp | 82.5%-0.6pp |
| Annual return | 28.01% | 31.87%-3.9pp | 30.72%-2.7pp | 345.46%-317.5pp |
| Employer contribution / active EE | $808 | $3,014-73.2% | $2,540-68.2% | $4,764-83.0% |
| Participant deferral / active EE | $1,365 | $4,086-66.6% | $3,619-62.3% | $5,851-76.7% |
| Admin fee / account holder | $226 | $7,635-97.0% | $6,253-96.4% | $11,601-98.1% |