Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,286 | $91,167-87.6% | $178,498-93.7% | $79,858-85.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.37% | 24.19%-6.8pp | 151.09%-133.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,729 | $3,255-46.9% | $5,011-65.5% | $2,471-30.0% |
| Participant deferral / active EE | $904 | $3,236-72.0% | $5,202-82.6% | $3,740-75.8% |
| Admin fee / account holder | $244 | $6,747-96.4% | $13,985-98.3% | $5,306-95.4% |