Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,232 | $150,346-90.5% | $120,524-88.2% | $145,877-90.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.90% | 154.40%-138.5pp | 107.36%-91.5pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,659 | $4,353-15.9% | $3,469+5.5% | $4,663-21.5% |
| Participant deferral / active EE | $2,755 | $6,172-55.4% | $4,994-44.8% | $6,691-58.8% |
| Admin fee / account holder | $202 | $12,215-98.3% | $9,440-97.9% | $13,402-98.5% |