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 | $9,867 | $215,361-95.4% | $171,082-94.2% | $273,972-96.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 14.98% | 25.14%-10.2pp | 32.56%-17.6pp | 41.46%-26.5pp |
| Employer contribution / active EE | $1,288 | $4,967-74.1% | $4,002-67.8% | $4,869-73.5% |
| Participant deferral / active EE | $7,206 | $5,543+30.0% | $4,797+50.2% | $5,287+36.3% |
| Admin fee / account holder | $140 | $10,846-98.7% | $8,520-98.4% | $10,133-98.6% |