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 | $14,990 | $85,766-82.5% | $136,298-89.0% | $70,126-78.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.54% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,770 | $2,966-40.3% | $4,696-62.3% | $2,343-24.4% |
| Participant deferral / active EE | $3,332 | $5,051-34.0% | $6,247-46.7% | $3,3320% |
| Admin fee / account holder | $244 | $5,421-95.5% | $9,244-97.4% | $4,645-94.8% |