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 | $10,666 | $91,167-88.3% | $178,498-94.0% | $79,858-86.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 48.18% | 24.19%+24.0pp | 151.09%-102.9pp | 31.72%+16.5pp |
| Employer contribution / active EE | $2,028 | $3,255-37.7% | $5,011-59.5% | $2,471-17.9% |
| Participant deferral / active EE | $5,521 | $3,236+70.6% | $5,202+6.1% | $3,740+47.6% |
| Admin fee / account holder | $197 | $6,747-97.1% | $13,985-98.6% | $5,306-96.3% |