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 | $7,480 | $65,034-88.5% | $90,970-91.8% | $79,856-90.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 207.07% | 30.45%+176.6pp | 134.60%+72.5pp | 31.71%+175.4pp |
| Employer contribution / active EE | $3,723 | $1,247+198.5% | $2,122+75.5% | $2,471+50.7% |
| Participant deferral / active EE | $2,456 | $2,512-2.2% | $3,373-27.2% | $3,741-34.3% |
| Admin fee / account holder | $133 | $4,536-97.1% | $5,961-97.8% | $5,306-97.5% |