Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,840 | $202,345-94.1% | $172,755-93.1% | $152,885-92.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 37.89% | 1029.77%-991.9pp | 802.94%-765.1pp | 345.39%-307.5pp |
| Employer contribution / active EE | $1,992 | $5,858-66.0% | $5,144-61.3% | $4,763-58.2% |
| Participant deferral / active EE | $3,948 | $5,948-33.6% | $5,198-24.0% | $5,851-32.5% |
| Admin fee / account holder | $55 | $17,111-99.7% | $13,955-99.6% | $11,598-99.5% |