Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,469 | $254,759-91.6% | $216,567-90.1% | $198,609-89.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.77% | 10.04%+5.7pp | 12.94%+2.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,558 | $6,096-74.5% | $5,216-70.1% | $5,055-69.2% |
| Participant deferral / active EE | $5,687 | $6,948-18.2% | $6,191-8.1% | $6,977-18.5% |
| Admin fee / account holder | $129 | $26,311-99.5% | $21,981-99.4% | $19,030-99.3% |