Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,391 | $90,486-91.8% | $78,676-90.6% | $273,972-97.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.25% | 75.62%-65.4pp | 62.19%-51.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,771 | $3,175-44.2% | $2,850-37.9% | $4,869-63.6% |
| Participant deferral / active EE | $3,546 | $3,901-9.1% | $3,517+0.8% | $5,287-32.9% |
| Admin fee / account holder | $96 | $5,263-98.2% | $4,510-97.9% | $10,133-99.1% |