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 | $10,009 | $110,212-90.9% | $96,534-89.6% | $139,466-92.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 44.18% | 26.42%+17.8pp | 25.88%+18.3pp | 373.66%-329.5pp |
| Employer contribution / active EE | $2,438 | $3,620-32.6% | $2,965-17.8% | $4,754-48.7% |
| Participant deferral / active EE | $4,797 | $5,547-13.5% | $4,851-1.1% | $6,712-28.5% |
| Admin fee / account holder | $10 | $11,599-99.9% | $8,253-99.9% | $11,409-99.9% |