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 | $18,909 | $228,395-91.7% | $185,861-89.8% | $158,982-88.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $16,292 | $4,968+228.0% | $4,088+298.5% | $4,763+242.1% |
| Participant deferral / active EE | $6,892 | $6,417+7.4% | $5,634+22.3% | $5,983+15.2% |
| Admin fee / account holder | $58 | $11,869-99.5% | $9,503-99.4% | $11,252-99.5% |