Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,884 | $77,816-84.7% | $123,552-90.4% | $64,173-81.5% |
| Participation rate | 95.5% | 74.7%+20.7pp | 82.3%+13.2pp | 69.6%+25.9pp |
| Annual return | 1.45% | 12.49%-11.0pp | 119.20%-117.8pp | 7.63%-6.2pp |
| Employer contribution / active EE | $4,545 | $3,014+50.8% | $4,628-1.8% | $2,381+90.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |