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 | $17,918 | $175,231-89.8% | $149,696-88.0% | $139,466-87.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 60.74% | 166.77%-106.0pp | 134.46%-73.7pp | 373.66%-312.9pp |
| Employer contribution / active EE | $3,663 | $5,478-33.1% | $4,821-24.0% | $4,754-22.9% |
| Participant deferral / active EE | $6,732 | $6,521+3.2% | $5,682+18.5% | $6,712+0.3% |
| Admin fee / account holder | $23 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |