Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,901 | $115,814-86.3% | $101,275-84.3% | $158,982-90.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.49% | 56.16%-31.7pp | 46.48%-22.0pp | 302.99%-278.5pp |
| Employer contribution / active EE | $2,242 | $4,176-46.3% | $3,660-38.8% | $4,763-52.9% |
| Participant deferral / active EE | $6,925 | $4,958+39.7% | $4,371+58.4% | $5,983+15.7% |
| Admin fee / account holder | $21 | $7,249-99.7% | $5,948-99.6% | $11,252-99.8% |