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 | $5,381 | $135,905-96.0% | $126,068-95.7% | $198,609-97.3% |
| Participation rate | 0.0% | 85.6%-85.6pp | 84.7%-84.7pp | 82.4%-82.4pp |
| Annual return | 16.37% | 14.07%+2.3pp | 15.01%+1.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $48 | $21,036-99.8% | $18,264-99.7% | $19,030-99.7% |