Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,558 | $159,978-92.2% | $147,041-91.5% | $145,978-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.52% | 98.36%-81.8pp | 419.21%-402.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $3,492 | $5,288-34.0% | $4,935-29.2% | $4,662-25.1% |
| Participant deferral / active EE | $5,753 | $8,429-31.7% | $8,071-28.7% | $6,690-14.0% |
| Admin fee / account holder | $24 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |