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 | $12,431 | $160,028-92.2% | $147,080-91.5% | $145,884-91.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,355 | $5,286-55.4% | $4,933-52.3% | $4,662-49.5% |
| Participant deferral / active EE | $5,047 | $8,422-40.1% | $8,066-37.4% | $6,690-24.6% |
| Admin fee / account holder | $150 | $15,030-99.0% | $12,989-98.8% | $13,392-98.9% |