Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,967 | $165,399-89.1% | $149,745-88.0% | $158,982-88.7% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 258.74% | 348.34%-89.6pp | 276.72%-18.0pp | 302.99%-44.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,409 | $7,183-10.8% | $6,843-6.4% | $5,983+7.1% |
| Admin fee / account holder | $232 | $10,811-97.9% | $9,312-97.5% | $11,252-97.9% |