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 | $8,385 | $157,296-94.7% | $141,191-94.1% | $152,897-94.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.67% | 64.34%-40.7pp | 71.41%-47.7pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,171 | $5,262-77.7% | $4,736-75.3% | $4,764-75.4% |
| Participant deferral / active EE | $3,622 | $7,111-49.1% | $6,710-46.0% | $5,851-38.1% |
| Admin fee / account holder | $194 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |