Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,159 | $201,370-91.0% | $184,256-90.1% | $145,897-87.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.09% | 29.05%-17.0pp | 28.85%-16.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,496 | $7,024-64.5% | $6,427-61.2% | $4,663-46.5% |
| Participant deferral / active EE | $5,334 | $9,808-45.6% | $9,133-41.6% | $6,689-20.3% |
| Admin fee / account holder | $174 | $16,364-98.9% | $13,899-98.7% | $13,390-98.7% |