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 | $11,246 | $162,136-93.1% | $152,301-92.6% | $154,746-92.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.87% | 91.02%-68.1pp | 80.50%-57.6pp | 172.34%-149.5pp |
| Employer contribution / active EE | $3,369 | $4,890-31.1% | $4,624-27.2% | $4,379-23.1% |
| Participant deferral / active EE | $3,543 | $8,341-57.5% | $8,004-55.7% | $6,730-47.4% |
| Admin fee / account holder | $171 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |