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 | $10,503 | $90,486-88.4% | $78,676-86.6% | $273,972-96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.99% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,397 | $3,175-56.0% | $2,850-51.0% | $4,869-71.3% |
| Participant deferral / active EE | $1,734 | $3,901-55.5% | $3,517-50.7% | $5,287-67.2% |
| Admin fee / account holder | $134 | $5,263-97.4% | $4,510-97.0% | $10,133-98.7% |