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 | $15,457 | $124,213-87.6% | $118,106-86.9% | $154,746-90.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 20.82% | 18.29%+2.5pp | 19.44%+1.4pp | 172.34%-151.5pp |
| Employer contribution / active EE | $4,182 | $4,905-14.7% | $4,698-11.0% | $4,379-4.5% |
| Participant deferral / active EE | $5,900 | $6,859-14.0% | $6,619-10.9% | $6,730-12.3% |
| Admin fee / account holder | $43 | $9,627-99.6% | $8,973-99.5% | $14,365-99.7% |