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 | $9,998 | $107,368-90.7% | $92,915-89.2% | $152,909-93.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 29.53% | 145.64%-116.1pp | 109.45%-79.9pp | 345.46%-315.9pp |
| Employer contribution / active EE | $4,145 | $4,222-1.8% | $3,653+13.5% | $4,764-13.0% |
| Participant deferral / active EE | $2,354 | $4,848-51.4% | $4,238-44.5% | $5,851-59.8% |
| Admin fee / account holder | $19 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |