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 | $16,050 | $156,398-89.7% | $147,318-89.1% | $138,895-88.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 72.42% | 78.75%-6.3pp | 70.43%+2.0pp | 145.39%-73.0pp |
| Employer contribution / active EE | $2,811 | $4,853-42.1% | $4,593-38.8% | $4,194-33.0% |
| Participant deferral / active EE | $7,560 | $8,237-8.2% | $7,906-4.4% | $6,396+18.2% |
| Admin fee / account holder | $41 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |