Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,448 | $157,296-90.8% | $141,191-89.8% | $152,897-90.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 71.50% | 64.34%+7.2pp | 71.41%+0.1pp | 345.43%-273.9pp |
| Employer contribution / active EE | $2,183 | $5,262-58.5% | $4,736-53.9% | $4,764-54.2% |
| Participant deferral / active EE | $3,248 | $7,111-54.3% | $6,710-51.6% | $5,851-44.5% |
| Admin fee / account holder | $32 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |