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 | $20,629 | $150,447-86.3% | $136,298-84.9% | $147,586-86.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.02% | 1049.15%-1017.1pp | 5156.27%-5124.2pp | 578.59%-546.6pp |
| Employer contribution / active EE | $3,095 | $5,256-41.1% | $4,696-34.1% | $4,876-36.5% |
| Participant deferral / active EE | $6,995 | $6,631+5.5% | $6,247+12.0% | $5,439+28.6% |
| Admin fee / account holder | $69 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |