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 | $14,424 | $99,345-85.5% | $84,753-83.0% | $273,972-94.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 12.15% | 22.93%-10.8pp | 22.78%-10.6pp | 41.46%-29.3pp |
| Employer contribution / active EE | $965 | $4,214-77.1% | $3,574-73.0% | $4,869-80.2% |
| Participant deferral / active EE | $1,258 | $4,270-70.5% | $3,712-66.1% | $5,287-76.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |