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 | $15,113 | $175,231-91.4% | $149,696-89.9% | $139,466-89.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.14% | 166.77%-145.6pp | 134.46%-113.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,548 | $5,478-71.7% | $4,821-67.9% | $4,754-67.4% |
| Participant deferral / active EE | $10,554 | $6,521+61.8% | $5,682+85.7% | $6,712+57.2% |
| Admin fee / account holder | $177 | $16,155-98.9% | $13,212-98.7% | $11,409-98.4% |