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 | $16,676 | $181,896-90.8% | $156,551-89.3% | $273,972-93.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,559 | $6,248-27.0% | $5,501-17.1% | $4,869-6.4% |
| Participant deferral / active EE | $11,538 | $5,550+107.9% | $4,871+136.9% | $5,287+118.2% |
| Admin fee / account holder | $94 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |