Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,152 | $135,905-85.9% | $126,068-84.8% | $198,609-90.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.62% | 14.07%+5.5pp | 15.01%+4.6pp | 202.70%-183.1pp |
| Employer contribution / active EE | $2,046 | $4,245-51.8% | $3,968-48.4% | $5,055-59.5% |
| Participant deferral / active EE | $3,608 | $8,523-57.7% | $8,214-56.1% | $6,977-48.3% |
| Admin fee / account holder | $48 | $21,036-99.8% | $18,264-99.7% | $19,030-99.7% |