Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,401 | $110,379-92.4% | $102,412-91.8% | $145,884-94.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 24.84%-14.2pp | 24.94%-14.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,925 | $4,216-54.4% | $3,870-50.3% | $4,662-58.7% |
| Participant deferral / active EE | $2,289 | $5,622-59.3% | $5,060-54.8% | $6,690-65.8% |
| Admin fee / account holder | $99 | $9,745-99.0% | $8,388-98.8% | $13,392-99.3% |