Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,553 | $105,160-90.9% | $94,679-89.9% | $139,456-93.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 41.78% | 38.04%+3.7pp | 156.75%-115.0pp | 373.45%-331.7pp |
| Employer contribution / active EE | $3,147 | $4,107-23.4% | $3,673-14.3% | $4,753-33.8% |
| Participant deferral / active EE | $3,578 | $7,599-52.9% | $7,417-51.8% | $6,711-46.7% |
| Admin fee / account holder | $155 | $8,988-98.3% | $7,233-97.9% | $11,407-98.6% |