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 | $25,690 | $202,342-87.3% | $172,752-85.1% | $152,897-83.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 33.52% | 1029.83%-996.3pp | 802.97%-769.5pp | 345.43%-311.9pp |
| Employer contribution / active EE | $1,329 | $5,858-77.3% | $5,144-74.2% | $4,764-72.1% |
| Participant deferral / active EE | $4,959 | $5,948-16.6% | $5,198-4.6% | $5,851-15.2% |
| Admin fee / account holder | $10 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |