Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $115,821 | $534,210-78.3% | $377,002-69.3% | $534,210-78.3% |
| Participation rate | 100.0% | 89.6%+10.4pp | 100.0%0pp | 89.6%+10.4pp |
| Annual return | 8.77% | 10.40%-1.6pp | 20.52%-11.8pp | 10.40%-1.6pp |
| Employer contribution / active EE | $56,000 | $19,440+188.1% | $22,038+154.1% | $19,440+188.1% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $7,331-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,821-100.0% | $9,841-100.0% | $14,821-100.0% |