Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,600 | $93,598-84.4% | $135,974-89.3% | $75,173-80.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.01% | 30.89%-7.9pp | 68.30%-45.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $6,395 | $3,538+80.8% | $4,859+31.6% | $2,671+139.4% |
| Participant deferral / active EE | $4,369 | $6,405-31.8% | $7,760-43.7% | $4,126+5.9% |
| Admin fee / account holder | $205 | $6,978-97.1% | $10,767-98.1% | $5,651-96.4% |