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 | $15,411 | $183,516-91.6% | $155,534-90.1% | $145,884-89.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.22% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,799 | $5,315-66.2% | $4,675-61.5% | $4,662-61.4% |
| Participant deferral / active EE | $3,306 | $6,467-48.9% | $5,630-41.3% | $6,690-50.6% |
| Admin fee / account holder | $264 | $19,293-98.6% | $15,900-98.3% | $13,392-98.0% |