Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,807 | $127,790-84.5% | $106,554-81.4% | $167,553-88.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 28.51% | 33.88%-5.4pp | 26.80%+1.7pp | 478.89%-450.4pp |
| Employer contribution / active EE | $2,571 | $3,427-25.0% | $2,819-8.8% | $4,840-46.9% |
| Participant deferral / active EE | $4,692 | $5,088-7.8% | $4,398+6.7% | $6,343-26.0% |
| Admin fee / account holder | $20 | $11,231-99.8% | $7,408-99.7% | $12,316-99.8% |