Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,861 | $165,399-93.4% | $149,745-92.7% | $158,982-93.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.26% | 348.34%-313.1pp | 276.72%-241.5pp | 302.99%-267.7pp |
| Employer contribution / active EE | $3,133 | $5,105-38.6% | $4,646-32.6% | $4,763-34.2% |
| Participant deferral / active EE | $6,042 | $7,183-15.9% | $6,843-11.7% | $5,983+1.0% |
| Admin fee / account holder | $28 | $10,811-99.7% | $9,312-99.7% | $11,252-99.8% |