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 | $19,075 | $118,695-83.9% | $98,916-80.7% | $158,950-88.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 30.50% | 372.39%-341.9pp | 196.45%-165.9pp | 302.91%-272.4pp |
| Employer contribution / active EE | $2,311 | $3,333-30.7% | $2,689-14.1% | $4,762-51.5% |
| Participant deferral / active EE | $5,449 | $5,088+7.1% | $4,245+28.4% | $5,983-8.9% |
| Admin fee / account holder | $31 | $10,132-99.7% | $6,642-99.5% | $11,248-99.7% |