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 | $28,934 | $202,342-85.7% | $172,752-83.3% | $152,897-81.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.49% | 1029.83%-1006.3pp | 802.97%-779.5pp | 345.43%-321.9pp |
| Employer contribution / active EE | $7,428 | $5,858+26.8% | $5,144+44.4% | $4,764+55.9% |
| Participant deferral / active EE | $4,724 | $5,948-20.6% | $5,198-9.1% | $5,851-19.3% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |