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 | $2,996 | $88,707-96.6% | $74,184-96.0% | $273,972-98.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 23.73% | 11.94%+11.8pp | 17.74%+6.0pp | 41.46%-17.7pp |
| Employer contribution / active EE | $2,441 | $3,159-22.7% | $2,370+3.0% | $4,869-49.9% |
| Participant deferral / active EE | $4,551 | $4,212+8.1% | $3,550+28.2% | $5,287-13.9% |
| Admin fee / account holder | $16 | $8,717-99.8% | $5,586-99.7% | $10,133-99.8% |