Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,922 | $217,432-87.6% | $185,851-85.5% | $167,553-83.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.74% | 148.43%-133.7pp | 122.11%-107.4pp | 478.89%-464.2pp |
| Employer contribution / active EE | $2,152 | $5,874-63.4% | $5,168-58.4% | $4,840-55.5% |
| Participant deferral / active EE | $10,400 | $6,357+63.6% | $5,569+86.8% | $6,343+64.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |