Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,491 | $157,276-86.3% | $141,177-84.8% | $152,885-85.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.85% | 64.33%-36.5pp | 71.40%-43.5pp | 345.39%-317.5pp |
| Employer contribution / active EE | $5,946 | $5,262+13.0% | $4,736+25.6% | $4,763+24.8% |
| Participant deferral / active EE | $17,170 | $7,110+141.5% | $6,710+155.9% | $5,851+193.5% |
| Admin fee / account holder | $33 | $12,123-99.7% | $10,263-99.7% | $11,598-99.7% |