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 | $12,835 | $93,346-86.3% | $71,796-82.1% | $273,972-95.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.87% | 130.39%-125.5pp | 78.04%-73.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $6,458 | $2,733+136.3% | $1,924+235.6% | $4,869+32.6% |
| Participant deferral / active EE | $3,231 | $3,475-7.0% | $2,794+15.6% | $5,287-38.9% |
| Admin fee / account holder | $23 | $6,571-99.6% | $4,815-99.5% | $10,133-99.8% |