Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,544 | $202,345-92.3% | $172,755-91.0% | $152,885-89.8% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 88.71% | 1029.77%-941.1pp | 802.94%-714.2pp | 345.39%-256.7pp |
| Employer contribution / active EE | $1,471 | $5,858-74.9% | $5,144-71.4% | $4,763-69.1% |
| Participant deferral / active EE | $4,189 | $5,948-29.6% | $5,198-19.4% | $5,851-28.4% |
| Admin fee / account holder | $72 | $17,111-99.6% | $13,955-99.5% | $11,598-99.4% |