Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $79,350 | $289,147-72.6% | $379,605-79.1% | $289,147-72.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 73.8%+26.2pp | 80.8%+19.2pp |
| Annual return | 9.92% | 12.61%-2.7pp | 12.50%-2.6pp | 12.61%-2.7pp |
| Employer contribution / active EE | $10,000 | $13,617-26.6% | $15,275-34.5% | $13,617-26.6% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $15,215-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $4,508-100.0% | $23,026-100.0% |