Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,079 | $107,368-88.7% | $92,915-87.0% | $152,909-92.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 32.41% | 145.64%-113.2pp | 109.45%-77.0pp | 345.46%-313.1pp |
| Employer contribution / active EE | $1,742 | $4,222-58.7% | $3,653-52.3% | $4,764-63.4% |
| Participant deferral / active EE | $6,614 | $4,848+36.4% | $4,238+56.1% | $5,851+13.0% |
| Admin fee / account holder | $225 | $7,082-96.8% | $5,796-96.1% | $11,601-98.1% |