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 | $19,501 | $209,428-90.7% | $178,498-89.1% | $158,950-87.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 44.45% | 188.78%-144.3pp | 151.09%-106.6pp | 302.91%-258.5pp |
| Employer contribution / active EE | $3,054 | $5,707-46.5% | $5,011-39.1% | $4,762-35.9% |
| Participant deferral / active EE | $3,054 | $5,955-48.7% | $5,202-41.3% | $5,983-49.0% |
| Admin fee / account holder | $1 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |