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 | $10,831 | $99,345-89.1% | $84,753-87.2% | $273,972-96.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.27% | 22.93%-19.7pp | 22.78%-19.5pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,215 | $4,214-47.4% | $3,574-38.0% | $4,869-54.5% |
| Participant deferral / active EE | $2,027 | $4,270-52.5% | $3,712-45.4% | $5,287-61.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |