Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,096 | $176,688-90.3% | $130,660-86.9% | $152,897-88.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 23.89% | 2693.08%-2669.2pp | 1709.29%-1685.4pp | 345.43%-321.5pp |
| Employer contribution / active EE | $2,793 | $5,743-51.4% | $4,092-31.7% | $4,764-41.4% |
| Participant deferral / active EE | $2,754 | $4,362-36.9% | $3,603-23.6% | $5,851-52.9% |
| Admin fee / account holder | $13 | $7,131-99.8% | $5,463-99.8% | $11,599-99.9% |