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 | $6,721 | $96,558-93.0% | $80,977-91.7% | $273,972-97.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 22.35% | 15.14%+7.2pp | 17.11%+5.2pp | 41.46%-19.1pp |
| Employer contribution / active EE | $3,147 | $4,869-35.4% | $3,715-15.3% | $4,869-35.4% |
| Participant deferral / active EE | $4,892 | $6,598-25.9% | $5,696-14.1% | $5,287-7.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |