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 | $15,063 | $148,623-89.9% | $135,974-88.9% | $139,466-89.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,473 | $5,246-33.8% | $4,859-28.5% | $4,754-27.0% |
| Participant deferral / active EE | $8,871 | $8,103+9.5% | $7,760+14.3% | $6,712+32.2% |
| Admin fee / account holder | $10 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |