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 | $22,574 | $91,537-75.3% | $130,045-82.6% | $75,173-70.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.83% | -631.55%+653.4pp | -137.30%+159.1pp | 160.72%-138.9pp |
| Employer contribution / active EE | $3,009 | $2,845+5.8% | $4,321-30.4% | $2,671+12.7% |
| Participant deferral / active EE | $2,458 | $4,343-43.4% | $5,820-57.8% | $4,126-40.4% |
| Admin fee / account holder | $217 | $6,780-96.8% | $10,600-98.0% | $5,651-96.2% |