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 | $9,930 | $197,819-95.0% | $155,789-93.6% | $125,389-92.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 76.1%-6.1pp | 83.2%-13.2pp |
| Annual return | 46.64% | 86.73%-40.1pp | 71.54%-24.9pp | 282.24%-235.6pp |
| Employer contribution / active EE | $2,058 | $4,850-57.6% | $3,839-46.4% | $4,866-57.7% |
| Participant deferral / active EE | $3,862 | $5,631-31.4% | $4,798-19.5% | $5,352-27.8% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |