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 | $28,700 | $198,462-85.5% | $170,439-83.2% | $147,585-80.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 22.47% | 257.30%-234.8pp | 205.94%-183.5pp | 578.58%-556.1pp |
| Employer contribution / active EE | $1,542 | $6,184-75.1% | $5,433-71.6% | $4,876-68.4% |
| Participant deferral / active EE | $3,414 | $5,629-39.4% | $4,939-30.9% | $5,439-37.2% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |