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 | $10,405 | $160,028-93.5% | $147,080-92.9% | $145,884-92.9% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 14.33% | 98.60%-84.3pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,438 | $5,286-72.8% | $4,933-70.9% | $4,662-69.2% |
| Participant deferral / active EE | $3,273 | $8,422-61.1% | $8,066-59.4% | $6,690-51.1% |
| Admin fee / account holder | $32 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |