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 | $25,550 | $197,625-87.1% | $177,840-85.6% | $158,966-83.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 35.61% | 58.76%-23.1pp | 48.32%-12.7pp | 302.95%-267.3pp |
| Employer contribution / active EE | $2,430 | $6,698-63.7% | $5,919-58.9% | $4,762-49.0% |
| Participant deferral / active EE | $8,722 | $8,405+3.8% | $7,714+13.1% | $5,983+45.8% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |