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 | $14,073 | $99,345-85.8% | $84,753-83.4% | $273,972-94.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.59% | 22.93%-14.3pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $4,447 | $4,214+5.5% | $3,574+24.4% | $4,869-8.7% |
| Participant deferral / active EE | $3,215 | $4,270-24.7% | $3,712-13.4% | $5,287-39.2% |
| Admin fee / account holder | $50 | $6,645-99.3% | $5,333-99.1% | $10,133-99.5% |