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 | $15,239 | $228,317-93.3% | $185,808-91.8% | $158,931-90.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.85% | 40.81%-30.0pp | 35.95%-25.1pp | 302.86%-292.0pp |
| Employer contribution / active EE | $4,062 | $4,964-18.2% | $4,086-0.6% | $4,761-14.7% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $133 | $11,865-98.9% | $9,501-98.6% | $11,247-98.8% |