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 | $8,140 | $215,361-96.2% | $171,082-95.2% | $273,972-97.0% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | 9.51% | 25.14%-15.6pp | 32.56%-23.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $3,066 | $4,967-38.3% | $4,002-23.4% | $4,869-37.0% |
| Participant deferral / active EE | $2,174 | $5,543-60.8% | $4,797-54.7% | $5,287-58.9% |
| Admin fee / account holder | $11 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |