Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,385 | $157,296-93.4% | $141,191-92.6% | $152,897-93.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 59.35% | 64.34%-5.0pp | 71.41%-12.1pp | 345.43%-286.1pp |
| Employer contribution / active EE | $3,224 | $5,262-38.7% | $4,736-31.9% | $4,764-32.3% |
| Participant deferral / active EE | $4,524 | $7,111-36.4% | $6,710-32.6% | $5,851-22.7% |
| Admin fee / account holder | $197 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |