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 | $11,568 | $153,311-92.5% | $109,313-89.4% | $273,972-95.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.95% | 29.86%-22.9pp | 22.07%-15.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,733 | $3,932-55.9% | $3,166-45.3% | $5,287-67.2% |
| Admin fee / account holder | $8 | $8,076-99.9% | $5,666-99.9% | $10,133-99.9% |