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 | $20,587 | $118,695-82.7% | $98,916-79.2% | $158,950-87.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.92% | 372.39%-357.5pp | 196.45%-181.5pp | 302.91%-288.0pp |
| Employer contribution / active EE | $3,400 | $3,333+2.0% | $2,689+26.4% | $4,762-28.6% |
| Participant deferral / active EE | $2,990 | $5,088-41.2% | $4,245-29.6% | $5,983-50.0% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |