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 | $14,765 | $166,089-91.1% | $164,928-91.0% | $145,978-89.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.81% | 100.26%-87.4pp | 70.08%-57.3pp | 550.52%-537.7pp |
| Employer contribution / active EE | $11,318 | $5,276+114.5% | $4,343+160.6% | $4,662+142.8% |
| Participant deferral / active EE | $3,371 | $6,961-51.6% | $6,034-44.1% | $6,690-49.6% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |