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 | $15,888 | $99,345-84.0% | $84,753-81.3% | $273,972-94.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.08% | 22.93%-10.8pp | 22.78%-10.7pp | 41.46%-29.4pp |
| Employer contribution / active EE | $2,237 | $4,214-46.9% | $3,574-37.4% | $4,869-54.1% |
| Participant deferral / active EE | $4,037 | $4,270-5.5% | $3,712+8.8% | $5,287-23.6% |
| Admin fee / account holder | $18 | $6,645-99.7% | $5,333-99.7% | $10,133-99.8% |