Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,464 | $175,231-94.6% | $149,696-93.7% | $139,466-93.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.93% | 166.77%-139.8pp | 134.46%-107.5pp | 373.66%-346.7pp |
| Employer contribution / active EE | $1,292 | $5,478-76.4% | $4,821-73.2% | $4,754-72.8% |
| Participant deferral / active EE | $7,930 | $6,521+21.6% | $5,682+39.6% | $6,712+18.1% |
| Admin fee / account holder | $40 | $16,155-99.8% | $13,212-99.7% | $11,409-99.7% |