Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,813 | $198,461-91.5% | $170,436-90.1% | $147,585-88.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.12% | 257.30%-240.2pp | 205.94%-188.8pp | 578.57%-561.5pp |
| Employer contribution / active EE | $2,170 | $6,184-64.9% | $5,433-60.0% | $4,876-55.5% |
| Participant deferral / active EE | $6,226 | $5,629+10.6% | $4,939+26.0% | $5,439+14.5% |
| Admin fee / account holder | $47 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |