Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,842 | $217,432-91.3% | $185,849-89.9% | $167,536-88.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.11% | 148.42%-136.3pp | 122.10%-110.0pp | 478.82%-466.7pp |
| Employer contribution / active EE | $3,129 | $5,875-46.7% | $5,169-39.5% | $4,839-35.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $90 | $19,818-99.5% | $16,244-99.4% | $12,315-99.3% |