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 | $9,321 | $211,288-95.6% | $178,540-94.8% | $145,884-93.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.18% | 30.27%-13.1pp | 27.15%-10.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $2,191 | $4,574-52.1% | $3,953-44.6% | $4,662-53.0% |
| Participant deferral / active EE | $2,739 | $6,967-60.7% | $6,281-56.4% | $6,690-59.1% |
| Admin fee / account holder | $20 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |