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 | $7,691 | $192,737-96.0% | $142,460-94.6% | $139,456-94.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 50.61% | 17.99%+32.6pp | 19.99%+30.6pp | 373.45%-322.8pp |
| Employer contribution / active EE | $2,509 | $5,806-56.8% | $4,847-48.2% | $4,753-47.2% |
| Participant deferral / active EE | $3,136 | $7,208-56.5% | $6,283-50.1% | $6,711-53.3% |
| Admin fee / account holder | $86 | $15,125-99.4% | $10,011-99.1% | $11,407-99.2% |