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 | $17,310 | $175,259-90.1% | $149,723-88.4% | $139,487-87.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.60% | 166.82%-152.2pp | 134.50%-119.9pp | 373.84%-359.2pp |
| Employer contribution / active EE | $4,525 | $5,478-17.4% | $4,821-6.1% | $4,755-4.8% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $121 | $16,158-99.3% | $13,215-99.1% | $11,407-98.9% |