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 | $11,588 | $108,942-89.4% | $100,415-88.5% | $145,897-92.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.59% | 58.27%-32.7pp | 49.47%-23.9pp | 552.29%-526.7pp |
| Employer contribution / active EE | $3,011 | $4,422-31.9% | $3,943-23.6% | $4,663-35.4% |
| Participant deferral / active EE | $4,796 | $8,461-43.3% | $8,091-40.7% | $6,689-28.3% |
| Admin fee / account holder | $16 | $9,702-99.8% | $7,906-99.8% | $13,390-99.9% |