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 | $15,880 | $48,364-67.2% | $71,796-77.9% | $62,881-74.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 5.41% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $868 | $1,042-16.7% | $1,924-54.9% | $2,281-61.9% |
| Participant deferral / active EE | $1,145 | $2,091-45.2% | $2,794-59.0% | $3,203-64.3% |
| Admin fee / account holder | $1 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |