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 | $10,805 | $105,623-89.8% | $87,502-87.7% | $273,972-96.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.98% | 12.26%-9.3pp | 12.21%-9.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $2,439 | $3,141-22.3% | $2,550-4.3% | $4,869-49.9% |
| Participant deferral / active EE | $4,060 | $3,601+12.8% | $3,149+28.9% | $5,287-23.2% |
| Admin fee / account holder | $175 | $4,781-96.3% | $4,221-95.9% | $10,133-98.3% |