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 | $12,379 | $183,592-93.3% | $155,574-92.0% | $145,877-91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.87% | 61.37%-39.5pp | 64.87%-43.0pp | 551.28%-529.4pp |
| Employer contribution / active EE | $7,384 | $5,317+38.9% | $4,676+57.9% | $4,663+58.4% |
| Participant deferral / active EE | $3,449 | $6,466-46.7% | $5,629-38.7% | $6,691-48.5% |
| Admin fee / account holder | $21 | $19,316-99.9% | $15,914-99.9% | $13,402-99.8% |