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 | $6,711 | $174,379-96.2% | $152,093-95.6% | $138,895-95.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 32.63% | 74.86%-42.2pp | 66.36%-33.7pp | 145.39%-112.8pp |
| Employer contribution / active EE | $2,629 | $4,652-43.5% | $4,175-37.0% | $4,194-37.3% |
| Participant deferral / active EE | $2,912 | $6,159-52.7% | $5,451-46.6% | $6,396-54.5% |
| Admin fee / account holder | $215 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |