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 | $13,151 | $148,582-91.1% | $135,942-90.3% | $139,456-90.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.49% | 79.26%-57.8pp | 68.28%-46.8pp | 373.45%-352.0pp |
| Employer contribution / active EE | $4,195 | $5,245-20.0% | $4,858-13.6% | $4,753-11.7% |
| Participant deferral / active EE | $4,218 | $8,101-47.9% | $7,759-45.6% | $6,711-37.2% |
| Admin fee / account holder | $43 | $12,402-99.7% | $10,764-99.6% | $11,407-99.6% |