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 | $11,951 | $148,582-92.0% | $135,942-91.2% | $139,456-91.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.10% | 79.26%-55.2pp | 68.28%-44.2pp | 373.45%-349.3pp |
| Employer contribution / active EE | $3,912 | $5,245-25.4% | $4,858-19.5% | $4,753-17.7% |
| Participant deferral / active EE | $5,876 | $8,101-27.5% | $7,759-24.3% | $6,711-12.4% |
| Admin fee / account holder | $165 | $12,402-98.7% | $10,764-98.5% | $11,407-98.6% |