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 | $13,008 | $99,079-86.9% | $78,002-83.3% | $273,972-95.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 14.94% | 217.93%-203.0pp | 425.99%-411.1pp | 41.46%-26.5pp |
| Employer contribution / active EE | $6,999 | $3,308+111.6% | $2,470+183.3% | $4,869+43.7% |
| Participant deferral / active EE | $4,458 | $4,306+3.5% | $3,497+27.5% | $5,287-15.7% |
| Admin fee / account holder | $182 | $8,954-98.0% | $5,481-96.7% | $10,133-98.2% |