Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,954 | $138,102-92.8% | $125,381-92.1% | $134,532-92.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 10.23% | 750.73%-740.5pp | 572.31%-562.1pp | 418.27%-408.0pp |
| Employer contribution / active EE | $2,381 | $5,245-54.6% | $4,815-50.5% | $4,741-49.8% |
| Participant deferral / active EE | $4,724 | $7,801-39.4% | $7,448-36.6% | $6,401-26.2% |
| Admin fee / account holder | $129 | $11,568-98.9% | $10,007-98.7% | $11,429-98.9% |