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 | $25,922 | $217,427-88.1% | $185,837-86.1% | $167,518-84.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 91.57% | 148.39%-56.8pp | 122.08%-30.5pp | 478.71%-387.1pp |
| Employer contribution / active EE | $18,126 | $5,874+208.6% | $5,168+250.7% | $4,838+274.6% |
| Participant deferral / active EE | $3,691 | $6,357-41.9% | $5,568-33.7% | $6,342-41.8% |
| Admin fee / account holder | $74 | $19,816-99.6% | $16,241-99.5% | $12,312-99.4% |