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 | $19,928 | $202,342-90.2% | $172,753-88.5% | $152,909-87.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.03% | 1029.88%-1006.8pp | 803.00%-780.0pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,439 | $5,857-75.4% | $5,144-72.0% | $4,764-69.8% |
| Participant deferral / active EE | $7,662 | $5,948+28.8% | $5,198+47.4% | $5,851+31.0% |
| Admin fee / account holder | $147 | $17,112-99.1% | $13,956-98.9% | $11,601-98.7% |