Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,617 | $124,351-89.0% | $109,188-87.5% | $167,553-91.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.29% | 26.04%-14.8pp | 25.76%-14.5pp | 478.89%-467.6pp |
| Employer contribution / active EE | $1,625 | $4,210-61.4% | $3,723-56.3% | $4,840-66.4% |
| Participant deferral / active EE | $7,896 | $5,257+50.2% | $4,654+69.7% | $6,343+24.5% |
| Admin fee / account holder | $174 | $7,975-97.8% | $6,755-97.4% | $12,316-98.6% |