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 | $16,634 | $175,257-90.5% | $149,717-88.9% | $139,456-88.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.24% | 166.70%-150.5pp | 134.41%-118.2pp | 373.45%-357.2pp |
| Employer contribution / active EE | $1,421 | $5,477-74.0% | $4,820-70.5% | $4,753-70.1% |
| Participant deferral / active EE | $1,884 | $6,521-71.1% | $5,682-66.8% | $6,711-71.9% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |