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 | $11,002 | $110,307-90.0% | $96,576-88.6% | $139,456-92.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 42.06% | 26.40%+15.7pp | 25.87%+16.2pp | 373.45%-331.4pp |
| Employer contribution / active EE | $2,363 | $3,619-34.7% | $2,965-20.3% | $4,753-50.3% |
| Participant deferral / active EE | $4,530 | $5,547-18.3% | $4,851-6.6% | $6,711-32.5% |
| Admin fee / account holder | $151 | $11,597-98.7% | $8,253-98.2% | $11,407-98.7% |