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 | $23,811 | $150,446-84.2% | $136,297-82.5% | $147,585-83.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 14.07% | 1049.14%-1035.1pp | 5156.19%-5142.1pp | 578.58%-564.5pp |
| Employer contribution / active EE | $2,174 | $5,256-58.6% | $4,696-53.7% | $4,876-55.4% |
| Participant deferral / active EE | $2,174 | $6,631-67.2% | $6,247-65.2% | $5,439-60.0% |
| Admin fee / account holder | $120 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |