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 | $19,207 | $180,459-89.4% | $154,108-87.5% | $135,380-85.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.05% | 888.21%-882.2pp | 735.21%-729.2pp | 519.81%-513.8pp |
| Employer contribution / active EE | $3,966 | $6,035-34.3% | $5,298-25.1% | $4,779-17.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $76 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |