Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,540 | $160,040-93.4% | $147,096-92.8% | $145,877-92.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.40% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,998 | $5,289-62.2% | $4,936-59.5% | $4,663-57.2% |
| Participant deferral / active EE | $3,763 | $8,429-55.4% | $8,071-53.4% | $6,691-43.8% |
| Admin fee / account holder | $53 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |