Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,125 | $124,346-83.8% | $111,306-81.9% | $167,553-88.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.46%-37.5pp | 54.67%-54.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $13,625 | $3,438+296.4% | $2,732+398.7% | $4,840+181.5% |
| Participant deferral / active EE | $6,500 | $5,182+25.4% | $4,488+44.8% | $6,343+2.5% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |