Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,749 | $198,461-95.6% | $170,436-94.9% | $147,585-94.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.04% | 257.30%-242.3pp | 205.94%-190.9pp | 578.57%-563.5pp |
| Employer contribution / active EE | $1,395 | $6,184-77.4% | $5,433-74.3% | $4,876-71.4% |
| Participant deferral / active EE | $2,774 | $5,629-50.7% | $4,939-43.8% | $5,439-49.0% |
| Admin fee / account holder | $28 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |