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 | $13,829 | $131,835-89.5% | $108,582-87.3% | $273,972-95.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.15% | -91.57%+103.7pp | -51.70%+63.8pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,008 | $4,913-79.5% | $3,758-73.2% | $4,869-79.3% |
| Participant deferral / active EE | $6,868 | $5,127+34.0% | $4,311+59.3% | $5,287+29.9% |
| Admin fee / account holder | $77 | $10,253-99.3% | $7,645-99.0% | $10,133-99.2% |