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 | $21,343 | $60,349-64.6% | $74,184-71.2% | $62,881-66.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.81% | 21.38%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,280 | $1,680+35.7% | $2,370-3.8% | $2,2810% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $61 | $4,261-98.6% | $5,586-98.9% | $4,296-98.6% |