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 | $25,578 | $131,835-80.6% | $108,582-76.4% | $273,972-90.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 23.06% | -91.57%+114.6pp | -51.70%+74.8pp | 41.46%-18.4pp |
| Employer contribution / active EE | $1,353 | $4,913-72.5% | $3,758-64.0% | $4,869-72.2% |
| Participant deferral / active EE | $10,194 | $5,127+98.8% | $4,311+136.5% | $5,287+92.8% |
| Admin fee / account holder | $48 | $10,253-99.5% | $7,645-99.4% | $10,133-99.5% |