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 | $30,118 | $184,000-83.6% | $162,185-81.4% | $152,909-80.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.88% | 150.80%-127.9pp | 115.61%-92.7pp | 345.46%-322.6pp |
| Employer contribution / active EE | $4,227 | $6,370-33.6% | $5,613-24.7% | $4,764-11.3% |
| Participant deferral / active EE | $5,521 | $8,033-31.3% | $7,297-24.3% | $5,851-5.7% |
| Admin fee / account holder | $15 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |