Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $45,346 | $122,042-62.8% | $184,243-75.4% | $74,429-39.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 44.62% | 19.91%+24.7pp | 28.82%+15.8pp | 1368.38%-1323.8pp |
| Employer contribution / active EE | $0 | $4,538-100.0% | $6,427-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $20,899 | $7,143+192.6% | $9,132+128.8% | $4,348+380.6% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,914-100.0% | $1,944-100.0% |