Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,516 | $113,338-86.3% | $94,993-83.7% | $147,585-89.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $4,223 | $3,160+33.6% | $2,603+62.2% | $4,876-13.4% |
| Participant deferral / active EE | $8,573 | $3,777+127.0% | $3,317+158.4% | $5,439+57.6% |
| Admin fee / account holder | $25 | $6,063-99.6% | $4,960-99.5% | $10,886-99.8% |