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 | $11,240 | $183,516-93.9% | $155,534-92.8% | $145,884-92.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.35% | 61.43%-42.1pp | 64.92%-45.6pp | 551.85%-532.5pp |
| Employer contribution / active EE | $7,052 | $5,315+32.7% | $4,675+50.9% | $4,662+51.3% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,630+2.1% | $6,690-14.0% |
| Admin fee / account holder | $53 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |