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 | $10,378 | $123,155-91.6% | $108,753-90.5% | $155,188-93.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 23.79% | 44.73%-20.9pp | 37.47%-13.7pp | 148.84%-125.0pp |
| Employer contribution / active EE | $1,809 | $2,811-35.7% | $2,427-25.5% | $4,248-57.4% |
| Participant deferral / active EE | $1,809 | $4,623-60.9% | $4,115-56.0% | $6,531-72.3% |
| Admin fee / account holder | $17 | $12,126-99.9% | $10,320-99.8% | $14,480-99.9% |