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 | $13,230 | $154,228-91.4% | $145,433-90.9% | $137,256-90.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.23% | 74.59%-50.4pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,306 | $4,804-72.8% | $4,554-71.3% | $4,156-68.6% |
| Participant deferral / active EE | $3,061 | $8,216-62.7% | $7,897-61.2% | $6,407-52.2% |
| Admin fee / account holder | $42 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |