Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,083 | $100,811-83.1% | $86,698-80.3% | $134,545-87.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 1.13% | 29.11%-28.0pp | 35.96%-34.8pp | 418.37%-417.2pp |
| Employer contribution / active EE | $1,108 | $3,490-68.3% | $2,837-60.9% | $4,742-76.6% |
| Participant deferral / active EE | $3,497 | $5,339-34.5% | $4,656-24.9% | $6,401-45.4% |
| Admin fee / account holder | $197 | $10,926-98.2% | $7,492-97.4% | $11,431-98.3% |