Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,629 | $165,381-89.9% | $149,730-88.9% | $158,966-89.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.79% | 348.29%-312.5pp | 276.70%-240.9pp | 302.95%-267.2pp |
| Employer contribution / active EE | $4,750 | $5,104-6.9% | $4,645+2.3% | $4,762-0.3% |
| Participant deferral / active EE | $6,728 | $7,182-6.3% | $6,843-1.7% | $5,983+12.5% |
| Admin fee / account holder | $262 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |