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 | $16,301 | $160,040-89.8% | $147,096-88.9% | $145,877-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 46.07% | 98.49%-52.4pp | 419.75%-373.7pp | 551.28%-505.2pp |
| Employer contribution / active EE | $2,080 | $5,289-60.7% | $4,936-57.9% | $4,663-55.4% |
| Participant deferral / active EE | $4,788 | $8,429-43.2% | $8,071-40.7% | $6,691-28.4% |
| Admin fee / account holder | $213 | $15,050-98.6% | $13,005-98.4% | $13,402-98.4% |