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 | $15,778 | $149,679-89.5% | $117,039-86.5% | $147,586-89.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,667 | $4,937-46.0% | $3,785-29.5% | $4,876-45.3% |
| Participant deferral / active EE | $21,000 | $4,912+327.5% | $3,929+434.4% | $5,439+286.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |