Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,969 | $167,522-88.1% | $151,639-86.8% | $134,532-85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 2.81% | 7.81%-5.0pp | 3.34%-0.5pp | 418.27%-415.5pp |
| Employer contribution / active EE | $3,927 | $6,828-42.5% | $6,165-36.3% | $4,741-17.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $201 | $13,780-98.5% | $11,613-98.3% | $11,429-98.2% |