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 | $8,658 | $141,001-93.9% | $112,228-92.3% | $139,487-93.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.11% | 32.75%-11.6pp | 30.23%-9.1pp | 373.84%-352.7pp |
| Employer contribution / active EE | $1,288 | $4,285-70.0% | $3,432-62.5% | $4,755-72.9% |
| Participant deferral / active EE | $2,146 | $5,877-63.5% | $4,800-55.3% | $6,713-68.0% |
| Admin fee / account holder | $39 | $9,959-99.6% | $7,752-99.5% | $11,407-99.7% |