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 | $20,044 | $162,812-87.7% | $133,971-85.0% | $158,966-87.4% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 27.38% | 41.94%-14.6pp | 45.09%-17.7pp | 302.95%-275.6pp |
| Employer contribution / active EE | $2,254 | $4,976-54.7% | $3,919-42.5% | $4,762-52.7% |
| Participant deferral / active EE | $5,005 | $5,910-15.3% | $5,047-0.8% | $5,983-16.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |