Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,178 | $99,345-95.8% | $84,753-95.1% | $273,970-98.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 51.48% | 22.93%+28.5pp | 22.78%+28.7pp | 41.46%+10.0pp |
| Employer contribution / active EE | $4,676 | $4,214+11.0% | $3,574+30.8% | $4,869-4.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |