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 | $13,145 | $154,228-91.5% | $145,433-91.0% | $137,256-90.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 45.32% | 74.59%-29.3pp | 66.58%-21.3pp | 220.34%-175.0pp |
| Employer contribution / active EE | $2,507 | $4,804-47.8% | $4,554-45.0% | $4,156-39.7% |
| Participant deferral / active EE | $6,871 | $8,216-16.4% | $7,897-13.0% | $6,407+7.2% |
| Admin fee / account holder | $41 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |