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 | $199,109-94.5% | $173,730-93.7% | $154,746-92.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 65.09% | 20.02%+45.1pp | 19.96%+45.1pp | 172.34%-107.3pp |
| Employer contribution / active EE | $1,429 | $5,311-73.1% | $4,577-68.8% | $4,379-67.4% |
| Participant deferral / active EE | $5,477 | $7,113-23.0% | $6,326-13.4% | $6,730-18.6% |
| Admin fee / account holder | $17 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |