Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,199 | $165,399-90.2% | $149,745-89.2% | $158,982-89.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 189.35% | 348.34%-159.0pp | 276.72%-87.4pp | 302.99%-113.6pp |
| Employer contribution / active EE | $2,238 | $5,105-56.2% | $4,646-51.8% | $4,763-53.0% |
| Participant deferral / active EE | $5,446 | $7,183-24.2% | $6,843-20.4% | $5,983-9.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |