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 | $11,891 | $60,349-80.3% | $74,184-84.0% | $62,881-81.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.89% | 21.38%-12.5pp | 17.74%-8.8pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,545 | $1,680-8.0% | $2,370-34.8% | $2,281-32.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $178 | $4,261-95.8% | $5,586-96.8% | $4,296-95.8% |