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 | $21,533 | $181,896-88.2% | $156,551-86.2% | $273,972-92.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,320 | $6,248-46.9% | $5,501-39.7% | $4,869-31.8% |
| Participant deferral / active EE | $18,000 | $5,550+224.3% | $4,871+269.5% | $5,287+240.4% |
| Admin fee / account holder | $72 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |