Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,650 | $106,267-91.9% | $96,520-91.0% | $139,456-93.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.66% | 38.45%-15.8pp | 35.72%-13.1pp | 373.45%-350.8pp |
| Employer contribution / active EE | $2,114 | $4,105-48.5% | $3,739-43.5% | $4,753-55.5% |
| Participant deferral / active EE | $2,451 | $5,454-55.1% | $4,879-49.8% | $6,711-63.5% |
| Admin fee / account holder | $144 | $7,882-98.2% | $6,733-97.9% | $11,407-98.7% |