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 | $11,001 | $158,852-93.1% | $121,220-90.9% | $135,379-91.9% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | 10.28% | -0.64%+10.9pp | 16.94%-6.7pp | 519.79%-509.5pp |
| Employer contribution / active EE | $789 | $5,666-86.1% | $4,023-80.4% | $4,779-83.5% |
| Participant deferral / active EE | $1,578 | $4,006-60.6% | $3,345-52.8% | $5,609-71.9% |
| Admin fee / account holder | $18 | $6,515-99.7% | $5,021-99.6% | $10,828-99.8% |