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 | $20,433 | $176,077-88.4% | $159,455-87.2% | $167,518-87.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.35% | 331.83%-314.5pp | 263.63%-246.3pp | 478.71%-461.4pp |
| Employer contribution / active EE | $3,412 | $5,298-35.6% | $4,830-29.4% | $4,838-29.5% |
| Participant deferral / active EE | $6,895 | $7,751-11.0% | $7,353-6.2% | $6,342+8.7% |
| Admin fee / account holder | $93 | $12,556-99.3% | $10,800-99.1% | $12,312-99.2% |