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 | $16,713 | $201,344-91.7% | $184,243-90.9% | $145,877-88.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.30% | 29.01%-4.7pp | 28.82%-4.5pp | 551.28%-527.0pp |
| Employer contribution / active EE | $6,044 | $7,022-13.9% | $6,427-6.0% | $4,663+29.6% |
| Participant deferral / active EE | $3,130 | $9,807-68.1% | $9,132-65.7% | $6,691-53.2% |
| Admin fee / account holder | $18 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |