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 | $8,895 | $93,346-90.5% | $71,796-87.6% | $273,972-96.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.03% | 130.39%-121.4pp | 78.04%-69.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,175 | $2,733-57.0% | $1,924-39.0% | $4,869-75.9% |
| Participant deferral / active EE | $4,559 | $3,475+31.2% | $2,794+63.1% | $5,287-13.8% |
| Admin fee / account holder | $9 | $6,571-99.9% | $4,815-99.8% | $10,133-99.9% |