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 | $19,089 | $163,687-88.3% | $108,745-82.4% | $273,972-93.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 0.00% | 31.16%-31.2pp | 46.22%-46.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $7,026 | $4,711+49.1% | $3,323+111.4% | $4,869+44.3% |
| Participant deferral / active EE | $11,566 | $7,155+61.7% | $5,121+125.8% | $5,287+118.8% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |