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 | $12,405 | $198,457-93.7% | $170,435-92.7% | $147,586-91.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.40% | 257.30%-244.9pp | 205.94%-193.5pp | 578.59%-566.2pp |
| Employer contribution / active EE | $4,821 | $6,183-22.0% | $5,432-11.3% | $4,876-1.1% |
| Participant deferral / active EE | $2,634 | $5,629-53.2% | $4,939-46.7% | $5,439-51.6% |
| Admin fee / account holder | $89 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |