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 | $14,519 | $106,008-86.3% | $92,240-84.3% | $147,586-90.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.80% | 50.05%-34.3pp | 176.29%-160.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,639 | $4,333-39.1% | $3,680-28.3% | $4,876-45.9% |
| Participant deferral / active EE | $2,401 | $4,478-46.4% | $3,897-38.4% | $5,439-55.8% |
| Admin fee / account holder | $62 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |