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 | $29,209 | $254,759-88.5% | $216,567-86.5% | $198,609-85.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 8.95% | 10.04%-1.1pp | 12.94%-4.0pp | 202.70%-193.7pp |
| Employer contribution / active EE | $2,400 | $6,096-60.6% | $5,216-54.0% | $5,055-52.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $230 | $26,311-99.1% | $21,981-99.0% | $19,030-98.8% |