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 | $16,687 | $98,240-83.0% | $82,312-79.7% | $147,586-88.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 66.88% | 30.85%+36.0pp | 25.88%+41.0pp | 578.59%-511.7pp |
| Employer contribution / active EE | $7,503 | $3,192+135.1% | $2,428+209.0% | $4,876+53.9% |
| Participant deferral / active EE | $4,874 | $4,383+11.2% | $3,706+31.5% | $5,439-10.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |