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 | $15,708 | $152,619-89.7% | $125,195-87.5% | $152,909-89.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.71% | 54.85%-35.1pp | 43.79%-24.1pp | 345.46%-325.8pp |
| Employer contribution / active EE | $1,420 | $4,947-71.3% | $3,866-63.3% | $4,764-70.2% |
| Participant deferral / active EE | $3,256 | $5,869-44.5% | $4,937-34.1% | $5,851-44.4% |
| Admin fee / account holder | $86 | $13,437-99.4% | $9,704-99.1% | $11,601-99.3% |