Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,911 | $167,522-89.9% | $151,639-88.8% | $134,532-87.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.20% | 7.81%-13.0pp | 3.34%-8.5pp | 418.27%-423.5pp |
| Employer contribution / active EE | $2,615 | $6,828-61.7% | $6,165-57.6% | $4,741-44.8% |
| Participant deferral / active EE | $6,500 | $8,986-27.7% | $8,363-22.3% | $6,401+1.5% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |