Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,993 | $144,124-79.9% | $117,857-75.4% | $147,585-80.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.58% | 531.17%-514.6pp | 335.09%-318.5pp | 578.57%-562.0pp |
| Employer contribution / active EE | $3,000 | $4,897-38.7% | $3,786-20.8% | $4,876-38.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |