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 | $11,881 | $168,635-93.0% | $147,617-92.0% | $125,389-90.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 76.89% | 77.65%-0.8pp | 61.98%+14.9pp | 282.24%-205.4pp |
| Employer contribution / active EE | $4,460 | $6,252-28.7% | $5,564-19.8% | $4,866-8.3% |
| Participant deferral / active EE | $4,800 | $5,507-12.8% | $4,895-1.9% | $5,352-10.3% |
| Admin fee / account holder | $16 | $13,580-99.9% | $11,612-99.9% | $9,541-99.8% |