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 | $14,423 | $215,361-93.3% | $171,082-91.6% | $273,972-94.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 27.42% | 25.14%+2.3pp | 32.56%-5.1pp | 41.46%-14.0pp |
| Employer contribution / active EE | $1,615 | $4,967-67.5% | $4,002-59.6% | $4,869-66.8% |
| Participant deferral / active EE | $8,307 | $5,543+49.9% | $4,797+73.2% | $5,287+57.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |