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 | $15,438 | $202,345-92.4% | $172,755-91.1% | $152,885-89.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.19% | 1029.77%-1008.6pp | 802.94%-781.7pp | 345.39%-324.2pp |
| Employer contribution / active EE | $3,349 | $5,858-42.8% | $5,144-34.9% | $4,763-29.7% |
| Participant deferral / active EE | $5,159 | $5,948-13.3% | $5,198-0.8% | $5,851-11.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |