Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,137 | $157,270-87.8% | $141,173-86.4% | $152,870-87.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.96% | 64.33%-42.4pp | 71.40%-49.4pp | 345.34%-323.4pp |
| Employer contribution / active EE | $1,282 | $5,261-75.6% | $4,735-72.9% | $4,763-73.1% |
| Participant deferral / active EE | $7,250 | $7,110+2.0% | $6,710+8.1% | $5,850+23.9% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |