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 | $20,616 | $157,296-86.9% | $141,191-85.4% | $152,897-86.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 43.33% | 64.34%-21.0pp | 71.41%-28.1pp | 345.43%-302.1pp |
| Employer contribution / active EE | $3,266 | $5,262-37.9% | $4,736-31.0% | $4,764-31.4% |
| Participant deferral / active EE | $8,243 | $7,111+15.9% | $6,710+22.8% | $5,851+40.9% |
| Admin fee / account holder | $63 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |