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 | $11,217 | $138,312-91.9% | $122,979-90.9% | $155,188-92.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 24.37% | 22.06%+2.3pp | 20.12%+4.3pp | 148.84%-124.5pp |
| Employer contribution / active EE | $2,317 | $3,530-34.4% | $3,062-24.4% | $4,248-45.5% |
| Participant deferral / active EE | $3,451 | $5,592-38.3% | $5,003-31.0% | $6,531-47.2% |
| Admin fee / account holder | $29 | $15,089-99.8% | $12,864-99.8% | $14,480-99.8% |