Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,365 | $183,978-83.0% | $162,171-80.7% | $152,885-79.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 21.16% | 150.78%-129.6pp | 115.60%-94.4pp | 345.39%-324.2pp |
| Employer contribution / active EE | $2,535 | $6,370-60.2% | $5,613-54.8% | $4,763-46.8% |
| Participant deferral / active EE | $3,164 | $8,033-60.6% | $7,297-56.6% | $5,851-45.9% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |