Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,588 | $175,231-92.8% | $149,696-91.6% | $139,466-91.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 39.97% | 166.77%-126.8pp | 134.46%-94.5pp | 373.66%-333.7pp |
| Employer contribution / active EE | $1,315 | $5,478-76.0% | $4,821-72.7% | $4,754-72.3% |
| Participant deferral / active EE | $4,404 | $6,521-32.5% | $5,682-22.5% | $6,712-34.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |