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 | $8,915 | $103,393-91.4% | $87,103-89.8% | $152,909-94.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 77.93% | 28.10%+49.8pp | 28.19%+49.7pp | 345.46%-267.5pp |
| Employer contribution / active EE | $3,667 | $3,221+13.8% | $2,521+45.4% | $4,764-23.0% |
| Participant deferral / active EE | $3,874 | $4,778-18.9% | $4,049-4.3% | $5,851-33.8% |
| Admin fee / account holder | $196 | $12,195-98.4% | $7,491-97.4% | $11,601-98.3% |