Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,551 | $171,492-82.8% | $150,734-80.4% | $198,609-85.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 20.77% | 804.70%-783.9pp | 600.81%-580.0pp | 202.70%-181.9pp |
| Employer contribution / active EE | $2,522 | $5,470-53.9% | $4,918-48.7% | $5,055-50.1% |
| Participant deferral / active EE | $7,121 | $6,259+13.8% | $5,610+26.9% | $6,977+2.1% |
| Admin fee / account holder | $38 | $17,628-99.8% | $14,905-99.7% | $19,030-99.8% |