Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,030 | $160,070-89.4% | $147,117-88.4% | $145,897-88.3% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 16.61% | 98.69%-82.1pp | 420.54%-403.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,778 | $5,285-66.3% | $4,932-63.9% | $4,663-61.9% |
| Participant deferral / active EE | $6,237 | $8,419-25.9% | $8,065-22.7% | $6,689-6.8% |
| Admin fee / account holder | $228 | $15,035-98.5% | $12,993-98.2% | $13,390-98.3% |