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 | $14,222 | $124,330-88.6% | $109,173-87.0% | $167,536-91.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $9,352 | $4,209+122.2% | $3,723+151.2% | $4,839+93.3% |
| Participant deferral / active EE | $6,107 | $5,256+16.2% | $4,654+31.2% | $6,342-3.7% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |