Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,796 | $202,440-93.2% | $169,390-91.9% | $139,466-90.1% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 32.20% | 532.36%-500.2pp | 406.07%-373.9pp | 373.66%-341.5pp |
| Employer contribution / active EE | $3,315 | $4,693-29.4% | $4,013-17.4% | $4,754-30.3% |
| Participant deferral / active EE | $4,062 | $6,940-41.5% | $6,222-34.7% | $6,712-39.5% |
| Admin fee / account holder | $22 | $10,722-99.8% | $9,015-99.8% | $11,409-99.8% |