Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,210 | $176,688-92.5% | $130,660-89.9% | $152,909-91.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 21.34% | 2693.08%-2671.7pp | 1709.29%-1688.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,638 | $5,743-71.5% | $4,092-60.0% | $4,764-65.6% |
| Participant deferral / active EE | $3,500 | $4,362-19.8% | $3,603-2.9% | $5,851-40.2% |
| Admin fee / account holder | $121 | $7,131-98.3% | $5,463-97.8% | $11,601-99.0% |