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 | $16,670 | $185,141-91.0% | $153,416-89.1% | $155,188-89.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 27.98% | 18.72%+9.3pp | 17.84%+10.1pp | 148.84%-120.9pp |
| Employer contribution / active EE | $1,092 | $4,489-75.7% | $3,764-71.0% | $4,248-74.3% |
| Participant deferral / active EE | $4,893 | $5,477-10.7% | $4,723+3.6% | $6,531-25.1% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |