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 | $12,711 | $93,064-86.3% | $74,577-83.0% | $273,972-95.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.38% | 26.18%-13.8pp | 20.47%-8.1pp | 41.46%-29.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,750 | $4,160+38.2% | $3,458+66.3% | $5,287+8.8% |
| Admin fee / account holder | $18 | $5,273-99.7% | $4,138-99.6% | $10,133-99.8% |