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 | $13,203 | $48,570-72.8% | $130,660-89.9% | $72,975-81.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 18.20% | 38.63%-20.4pp | 1709.29%-1691.1pp | 81.01%-62.8pp |
| Employer contribution / active EE | $2,352 | $1,334+76.3% | $4,092-42.5% | $2,440-3.6% |
| Participant deferral / active EE | $2,665 | $2,384+11.8% | $3,603-26.0% | $3,608-26.1% |
| Admin fee / account holder | $272 | $3,549-92.3% | $5,463-95.0% | $5,124-94.7% |