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 | $9,663 | $215,361-95.5% | $171,082-94.4% | $273,970-96.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,456 | $4,967-30.4% | $4,002-13.6% | $4,869-29.0% |
| Participant deferral / active EE | $5,337 | $5,543-3.7% | $4,797+11.2% | $5,287+0.9% |
| Admin fee / account holder | $76 | $10,846-99.3% | $8,520-99.1% | $10,132-99.3% |