Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,873 | $165,361-91.6% | $149,715-90.7% | $158,950-91.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 132.38% | 348.24%-215.9pp | 276.66%-144.3pp | 302.91%-170.5pp |
| Employer contribution / active EE | $5,209 | $5,103+2.1% | $4,645+12.2% | $4,762+9.4% |
| Participant deferral / active EE | $9,892 | $7,182+37.7% | $6,842+44.6% | $5,983+65.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |