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 | $16,519 | $198,457-91.7% | $170,435-90.3% | $147,586-88.8% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 13.28% | 257.30%-244.0pp | 205.94%-192.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,678 | $5,629-16.9% | $4,939-5.3% | $5,439-14.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |