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 | $9,920 | $153,311-93.5% | $109,313-90.9% | $273,972-96.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.64% | 29.86%-26.2pp | 22.07%-18.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,192 | $5,619-61.0% | $3,892-43.7% | $4,869-55.0% |
| Participant deferral / active EE | $3,843 | $3,932-2.3% | $3,166+21.4% | $5,287-27.3% |
| Admin fee / account holder | $23 | $8,076-99.7% | $5,666-99.6% | $10,133-99.8% |