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 | $11,278 | $65,712-82.8% | $57,196-80.3% | $273,972-95.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.30% | 22.01%-14.7pp | 14.59%-7.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,052 | $3,280-67.9% | $2,683-60.8% | $4,869-78.4% |
| Participant deferral / active EE | $1,485 | $3,782-60.7% | $3,096-52.0% | $5,287-71.9% |
| Admin fee / account holder | $15 | $4,838-99.7% | $3,141-99.5% | $10,133-99.8% |