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 | $8,933 | $105,623-91.5% | $87,502-89.8% | $273,972-96.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 15.19% | 12.26%+2.9pp | 12.21%+3.0pp | 41.46%-26.3pp |
| Employer contribution / active EE | $1,576 | $3,141-49.8% | $2,550-38.2% | $4,869-67.6% |
| Participant deferral / active EE | $3,440 | $3,601-4.5% | $3,149+9.2% | $5,287-34.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |