Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,607 | $176,120-90.0% | $159,487-89.0% | $167,553-89.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.82% | 331.95%-313.1pp | 263.71%-244.9pp | 478.89%-460.1pp |
| Employer contribution / active EE | $2,736 | $5,299-48.4% | $4,831-43.4% | $4,840-43.5% |
| Participant deferral / active EE | $2,736 | $7,752-64.7% | $7,354-62.8% | $6,343-56.9% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |