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 | $27,324 | $198,457-86.2% | $170,435-84.0% | $147,586-81.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 20.36% | 257.30%-236.9pp | 205.94%-185.6pp | 578.59%-558.2pp |
| Employer contribution / active EE | $3,270 | $6,183-47.1% | $5,432-39.8% | $4,876-33.0% |
| Participant deferral / active EE | $8,452 | $5,629+50.1% | $4,939+71.1% | $5,439+55.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |