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 | $13,805 | $199,109-93.1% | $173,730-92.1% | $154,746-91.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.97% | 20.02%-9.0pp | 19.96%-9.0pp | 172.34%-161.4pp |
| Employer contribution / active EE | $9,733 | $5,311+83.3% | $4,577+112.6% | $4,379+122.3% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $171 | $20,916-99.2% | $17,523-99.0% | $14,365-98.8% |