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 | $11,254 | $99,345-88.7% | $84,753-86.7% | $273,972-95.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.04% | 22.93%-18.9pp | 22.78%-18.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,912 | $4,214-54.6% | $3,574-46.5% | $4,869-60.7% |
| Participant deferral / active EE | $1,912 | $4,270-55.2% | $3,712-48.5% | $5,287-63.8% |
| Admin fee / account holder | $130 | $6,645-98.0% | $5,333-97.6% | $10,133-98.7% |