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 | $12,387 | $134,817-90.8% | $123,973-90.0% | $155,188-92.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 40.86% | 515.49%-474.6pp | 388.13%-347.3pp | 148.84%-108.0pp |
| Employer contribution / active EE | $2,615 | $4,425-40.9% | $4,126-36.6% | $4,248-38.4% |
| Participant deferral / active EE | $2,871 | $5,706-49.7% | $5,247-45.3% | $6,531-56.0% |
| Admin fee / account holder | $32 | $13,245-99.8% | $11,799-99.7% | $14,480-99.8% |