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 | $7,301 | $90,486-91.9% | $78,676-90.7% | $273,972-97.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.58% | 75.62%-67.0pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,421 | $3,175-23.7% | $2,850-15.0% | $4,869-50.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $259 | $5,263-95.1% | $4,510-94.3% | $10,133-97.4% |