Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,476 | $65,367-79.4% | $92,915-85.5% | $72,976-81.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 38.23% | 42.11%-3.9pp | 109.45%-71.2pp | 81.02%-42.8pp |
| Employer contribution / active EE | $2,634 | $2,594+1.6% | $3,653-27.9% | $2,440+8.0% |
| Participant deferral / active EE | $6,135 | $3,128+96.1% | $4,238+44.8% | $3,608+70.0% |
| Admin fee / account holder | $196 | $4,251-95.4% | $5,796-96.6% | $5,124-96.2% |