Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,797 | $202,463-95.7% | $169,397-94.8% | $139,487-93.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.06% | 532.64%-509.6pp | 406.23%-383.2pp | 373.84%-350.8pp |
| Employer contribution / active EE | $1,231 | $4,694-73.8% | $4,013-69.3% | $4,755-74.1% |
| Participant deferral / active EE | $3,005 | $6,941-56.7% | $6,223-51.7% | $6,713-55.2% |
| Admin fee / account holder | $146 | $10,726-98.6% | $9,017-98.4% | $11,407-98.7% |