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 | $23,880 | $150,447-84.1% | $136,298-82.5% | $147,586-83.8% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 211.76% | 1049.15%-837.4pp | 5156.27%-4944.5pp | 578.59%-366.8pp |
| Employer contribution / active EE | $1,217 | $5,256-76.9% | $4,696-74.1% | $4,876-75.0% |
| Participant deferral / active EE | $4,333 | $6,631-34.7% | $6,247-30.6% | $5,439-20.3% |
| Admin fee / account holder | $55 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |