Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,977 | $106,923-83.2% | $84,023-78.6% | $152,909-88.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.87% | 105.02%-80.1pp | 71.32%-46.4pp | 345.46%-320.6pp |
| Employer contribution / active EE | $2,895 | $2,735+5.8% | $1,984+45.9% | $4,764-39.2% |
| Participant deferral / active EE | $5,783 | $4,013+44.1% | $3,239+78.5% | $5,851-1.2% |
| Admin fee / account holder | $234 | $8,289-97.2% | $6,102-96.2% | $11,601-98.0% |