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 | $11,030 | $202,342-94.5% | $172,752-93.6% | $152,897-92.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.72% | 1029.83%-1008.1pp | 802.97%-781.2pp | 345.43%-323.7pp |
| Employer contribution / active EE | $2,286 | $5,858-61.0% | $5,144-55.6% | $4,764-52.0% |
| Participant deferral / active EE | $4,159 | $5,948-30.1% | $5,198-20.0% | $5,851-28.9% |
| Admin fee / account holder | $170 | $17,111-99.0% | $13,955-98.8% | $11,599-98.5% |