Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $165,912-88.0% | $122,342-83.7% | $147,585-86.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.96% | 34.55%-18.6pp | 30.28%-14.3pp | 578.57%-562.6pp |
| Employer contribution / active EE | $2,893 | $5,754-49.7% | $4,051-28.6% | $4,876-40.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $111 | $7,424-98.5% | $5,478-98.0% | $10,885-99.0% |