Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,020 | $157,304-88.5% | $141,197-87.2% | $152,909-88.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,929 | $5,263-63.3% | $4,736-59.3% | $4,764-59.5% |
| Participant deferral / active EE | $11,095 | $7,111+56.0% | $6,710+65.3% | $5,851+89.6% |
| Admin fee / account holder | $10 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |