Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,750 | $202,463-92.7% | $169,397-91.3% | $139,487-89.4% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 55.42% | 532.64%-477.2pp | 406.23%-350.8pp | 373.84%-318.4pp |
| Employer contribution / active EE | $4,282 | $4,694-8.8% | $4,013+6.7% | $4,755-10.0% |
| Participant deferral / active EE | $4,063 | $6,941-41.5% | $6,223-34.7% | $6,713-39.5% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |