Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,820 | $228,317-94.4% | $185,808-93.1% | $158,931-91.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 76.44% | 40.81%+35.6pp | 35.95%+40.5pp | 302.86%-226.4pp |
| Employer contribution / active EE | $612 | $4,964-87.7% | $4,086-85.0% | $4,761-87.1% |
| Participant deferral / active EE | $4,093 | $6,415-36.2% | $5,632-27.3% | $5,982-31.6% |
| Admin fee / account holder | $130 | $11,865-98.9% | $9,501-98.6% | $11,247-98.8% |