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 | $11,017 | $178,174-93.8% | $156,181-92.9% | $137,256-92.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 65.09% | 84.19%-19.1pp | 64.87%+0.2pp | 220.34%-155.3pp |
| Employer contribution / active EE | $1,429 | $4,972-71.3% | $4,294-66.7% | $4,156-65.6% |
| Participant deferral / active EE | $5,477 | $6,888-20.5% | $6,132-10.7% | $6,407-14.5% |
| Admin fee / account holder | $17 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |