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 | $128,756 | $532,482-75.8% | $532,482-75.8% | $430,769-70.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 88.5%+11.5pp | 90.6%+9.4pp |
| Annual return | 12.58% | -1.45%+14.0pp | 0.55%+12.0pp | 10.77%+1.8pp |
| Employer contribution / active EE | $25,000 | $37,690-33.7% | $37,690-33.7% | $26,022-3.9% |
| Participant deferral / active EE | $23,792 | $3,301+620.7% | $3,301+620.7% | $6,968+241.4% |
| Admin fee / account holder | $0 | $1,977-100.0% | $1,977-100.0% | $18,309-100.0% |