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 | $11,086 | $93,064-88.1% | $74,577-85.1% | $273,972-96.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.25% | 26.18%-16.9pp | 20.47%-11.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $3,296 | $3,160+4.3% | $2,525+30.5% | $4,869-32.3% |
| Participant deferral / active EE | $3,870 | $4,160-7.0% | $3,458+11.9% | $5,287-26.8% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |