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 | $11,591 | $211,288-94.5% | $178,540-93.5% | $145,884-92.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.50% | 30.27%-17.8pp | 27.15%-14.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,252 | $4,574-50.8% | $3,953-43.0% | $4,662-51.7% |
| Participant deferral / active EE | $1,990 | $6,967-71.4% | $6,281-68.3% | $6,690-70.3% |
| Admin fee / account holder | $195 | $12,105-98.4% | $10,424-98.1% | $13,392-98.5% |