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 | $201,264-91.0% | $184,185-90.1% | $145,978-87.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.09% | 29.00%-16.9pp | 28.81%-16.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,496 | $7,021-64.5% | $6,426-61.2% | $4,662-46.5% |
| Participant deferral / active EE | $5,334 | $9,806-45.6% | $9,132-41.6% | $6,690-20.3% |
| Admin fee / account holder | $174 | $16,376-98.9% | $13,909-98.7% | $13,400-98.7% |