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 | $15,709 | $113,338-86.1% | $94,993-83.5% | $147,586-89.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.09% | 20.80%-8.7pp | 27.14%-15.1pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,233 | $3,160-61.0% | $2,603-52.6% | $4,876-74.7% |
| Participant deferral / active EE | $5,640 | $3,777+49.3% | $3,317+70.0% | $5,439+3.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |