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 | $20,054 | $150,447-86.7% | $136,298-85.3% | $147,586-86.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.55% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,796 | $5,256-65.8% | $4,696-61.7% | $4,876-63.2% |
| Participant deferral / active EE | $3,513 | $6,631-47.0% | $6,247-43.8% | $5,439-35.4% |
| Admin fee / account holder | $24 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |