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 | $6,346 | $215,361-97.1% | $171,082-96.3% | $273,972-97.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 2.56% | 25.14%-22.6pp | 32.56%-30.0pp | 41.46%-38.9pp |
| Employer contribution / active EE | $3,151 | $4,967-36.6% | $4,002-21.3% | $4,869-35.3% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19 | $10,846-99.8% | $8,520-99.8% | $10,133-99.8% |