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 | $20,702 | $202,342-89.8% | $172,753-88.0% | $152,909-86.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.60% | 1029.88%-1001.3pp | 803.00%-774.4pp | 345.46%-316.9pp |
| Employer contribution / active EE | $1,631 | $5,857-72.2% | $5,144-68.3% | $4,764-65.8% |
| Participant deferral / active EE | $2,584 | $5,948-56.6% | $5,198-50.3% | $5,851-55.8% |
| Admin fee / account holder | $199 | $17,112-98.8% | $13,956-98.6% | $11,601-98.3% |