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 | $10,018 | $110,240-90.9% | $96,544-89.6% | $139,487-92.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 50.70% | 26.41%+24.3pp | 25.88%+24.8pp | 373.84%-323.1pp |
| Employer contribution / active EE | $4,805 | $3,622+32.6% | $2,966+62.0% | $4,755+1.0% |
| Participant deferral / active EE | $6,307 | $5,549+13.7% | $4,851+30.0% | $6,713-6.0% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |