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 | $13,688 | $174,018-92.1% | $136,833-90.0% | $198,609-93.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 11.64% | 35.16%-23.5pp | 35.32%-23.7pp | 202.70%-191.1pp |
| Employer contribution / active EE | $1,952 | $1,571+24.2% | $1,319+48.0% | $5,055-61.4% |
| Participant deferral / active EE | $3,000 | $2,873+4.4% | $2,441+22.9% | $6,977-57.0% |
| Admin fee / account holder | $111 | $5,434-98.0% | $4,706-97.6% | $19,030-99.4% |