Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,673 | $66,431-77.9% | $109,916-86.7% | $85,851-82.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 226.53% | 19.59%+206.9pp | 29.46%+197.1pp | 318.63%-92.1pp |
| Employer contribution / active EE | $3,066 | $1,688+81.6% | $2,844+7.8% | $2,565+19.5% |
| Participant deferral / active EE | $2,357 | $2,844-17.1% | $4,047-41.8% | $3,952-40.4% |
| Admin fee / account holder | $38 | $4,559-99.2% | $6,069-99.4% | $6,261-99.4% |