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 | $15,288 | $115,810-86.8% | $101,271-84.9% | $158,966-90.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 94.65% | 56.15%+38.5pp | 46.48%+48.2pp | 302.95%-208.3pp |
| Employer contribution / active EE | $4,071 | $4,175-2.5% | $3,660+11.2% | $4,762-14.5% |
| Participant deferral / active EE | $6,248 | $4,958+26.0% | $4,371+43.0% | $5,983+4.4% |
| Admin fee / account holder | $106 | $7,248-98.5% | $5,948-98.2% | $11,250-99.1% |