Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,028 | $112,121-86.6% | $95,960-84.3% | $158,966-90.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.54% | 171.16%-149.6pp | 91.63%-70.1pp | 302.95%-281.4pp |
| Employer contribution / active EE | $2,036 | $3,199-36.3% | $2,541-19.9% | $4,762-57.2% |
| Participant deferral / active EE | $2,530 | $4,784-47.1% | $4,167-39.3% | $5,983-57.7% |
| Admin fee / account holder | $76 | $10,135-99.2% | $6,797-98.9% | $11,250-99.3% |