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 | $21,071 | $226,105-90.7% | $182,540-88.5% | $152,897-86.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.13% | 192.58%-172.4pp | 148.58%-128.4pp | 345.43%-325.3pp |
| Employer contribution / active EE | $9,375 | $4,978+88.3% | $4,076+130.0% | $4,764+96.8% |
| Participant deferral / active EE | $4,206 | $6,370-34.0% | $5,525-23.9% | $5,851-28.1% |
| Admin fee / account holder | $67 | $10,706-99.4% | $8,593-99.2% | $11,599-99.4% |