Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,947 | $180,466-87.3% | $154,114-85.1% | $135,382-83.1% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.95% | 888.15%-896.1pp | 735.16%-743.1pp | 519.77%-527.7pp |
| Employer contribution / active EE | $5,866 | $6,035-2.8% | $5,298+10.7% | $4,779+22.8% |
| Participant deferral / active EE | $4,010 | $5,806-30.9% | $5,081-21.1% | $5,609-28.5% |
| Admin fee / account holder | $5 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |