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 | $11,276 | $126,661-91.1% | $113,397-90.1% | $138,895-91.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 21.84% | 25.05%-3.2pp | 23.20%-1.4pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,167 | $3,456-37.3% | $2,977-27.2% | $4,194-48.3% |
| Participant deferral / active EE | $2,468 | $5,693-56.7% | $5,076-51.4% | $6,396-61.4% |
| Admin fee / account holder | $23 | $14,549-99.8% | $11,957-99.8% | $12,562-99.8% |