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 | $4,799 | $93,064-94.8% | $74,577-93.6% | $273,972-98.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 23.64% | 26.18%-2.5pp | 20.47%+3.2pp | 41.46%-17.8pp |
| Employer contribution / active EE | $1,818 | $3,160-42.5% | $2,525-28.0% | $4,869-62.7% |
| Participant deferral / active EE | $1,818 | $4,160-56.3% | $3,458-47.4% | $5,287-65.6% |
| Admin fee / account holder | $12 | $5,273-99.8% | $4,138-99.7% | $10,133-99.9% |