Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,372 | $102,663-90.9% | $86,216-89.1% | $139,466-93.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.03% | 1924.52%-1902.5pp | 1169.42%-1147.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,655 | $3,035-45.5% | $2,382-30.5% | $4,754-65.2% |
| Participant deferral / active EE | $4,199 | $4,677-10.2% | $3,986+5.3% | $6,712-37.4% |
| Admin fee / account holder | $177 | $8,663-98.0% | $6,853-97.4% | $11,409-98.4% |