Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,312 | $93,617-91.1% | $135,982-93.9% | $75,177-88.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 120.04% | 30.89%+89.1pp | 68.32%+51.7pp | 160.75%-40.7pp |
| Employer contribution / active EE | $2,288 | $3,538-35.3% | $4,859-52.9% | $2,671-14.4% |
| Participant deferral / active EE | $5,433 | $6,406-15.2% | $7,760-30.0% | $4,126+31.7% |
| Admin fee / account holder | $158 | $6,980-97.7% | $10,767-98.5% | $5,651-97.2% |