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 | $18,478 | $127,387-85.5% | $115,038-83.9% | $125,389-85.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.78% | 31.28%-34.1pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,838 | $5,166-45.1% | $4,608-38.4% | $4,866-41.7% |
| Participant deferral / active EE | $6,650 | $6,423+3.5% | $6,026+10.4% | $5,352+24.3% |
| Admin fee / account holder | $115 | $9,516-98.8% | $8,175-98.6% | $9,541-98.8% |