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 | $11,232 | $93,598-88.0% | $135,974-91.7% | $75,173-85.1% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 25.35% | 30.89%-5.5pp | 68.30%-42.9pp | 160.72%-135.4pp |
| Employer contribution / active EE | $3,999 | $3,538+13.0% | $4,859-17.7% | $2,671+49.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $83 | $6,978-98.8% | $10,767-99.2% | $5,651-98.5% |