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 | $9,142 | $77,638-88.2% | $156,551-94.2% | $62,881-85.5% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | 11.19% | 50.33%-39.1pp | 32.23%-21.0pp | 20.14%-9.0pp |
| Employer contribution / active EE | $4,155 | $3,444+20.7% | $5,501-24.5% | $2,281+82.2% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |