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 | $10,443 | $127,096-91.8% | $105,736-90.1% | $135,380-92.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 5.43% | 4.49%+0.9pp | 6.27%-0.8pp | 519.81%-514.4pp |
| Employer contribution / active EE | $1,526 | $4,107-62.8% | $3,268-53.3% | $4,779-68.1% |
| Participant deferral / active EE | $4,280 | $5,064-15.5% | $4,080+4.9% | $5,609-23.7% |
| Admin fee / account holder | $169 | $9,087-98.1% | $6,913-97.6% | $10,828-98.4% |