Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,842 | $166,268-89.9% | $165,100-89.8% | $145,897-88.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.92% | 100.52%-87.6pp | 70.21%-57.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,920 | $5,284-63.7% | $4,348-55.8% | $4,663-58.8% |
| Participant deferral / active EE | $2,880 | $6,964-58.6% | $6,035-52.3% | $6,689-56.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |