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 | $10,577 | $178,174-94.1% | $156,181-93.2% | $137,256-92.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.02% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,906 | $4,972-41.5% | $4,294-32.3% | $4,156-30.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $242 | $17,404-98.6% | $14,586-98.3% | $12,270-98.0% |