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 | $11,594 | $101,063-88.5% | $81,473-85.8% | $147,585-92.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.57% | 32.41%-19.8pp | 38.78%-26.2pp | 578.58%-566.0pp |
| Employer contribution / active EE | $2,857 | $3,206-10.9% | $2,568+11.3% | $4,876-41.4% |
| Participant deferral / active EE | $3,467 | $4,242-18.3% | $3,537-2.0% | $5,439-36.3% |
| Admin fee / account holder | $230 | $5,812-96.1% | $4,561-95.0% | $10,886-97.9% |