Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,810 | $132,099-95.6% | $115,599-95.0% | $138,895-95.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 22.38% | 176.76%-154.4pp | 111.10%-88.7pp | 145.39%-123.0pp |
| Employer contribution / active EE | $4,177 | $3,416+22.3% | $2,955+41.3% | $4,194-0.4% |
| Participant deferral / active EE | $5,294 | $5,617-5.7% | $4,889+8.3% | $6,396-17.2% |
| Admin fee / account holder | $92 | $15,650-99.4% | $12,841-99.3% | $12,562-99.3% |