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 | $28,852 | $197,625-85.4% | $177,840-83.8% | $158,966-81.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.93% | 58.76%-49.8pp | 48.32%-39.4pp | 302.95%-294.0pp |
| Employer contribution / active EE | $7,656 | $6,698+14.3% | $5,919+29.3% | $4,762+60.7% |
| Participant deferral / active EE | $5,057 | $8,405-39.8% | $7,714-34.4% | $5,983-15.5% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |