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 | $19,450 | $201,372-90.3% | $184,260-89.4% | $145,884-86.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 21.80% | 29.04%-7.2pp | 28.84%-7.0pp | 551.85%-530.0pp |
| Employer contribution / active EE | $2,231 | $7,024-68.2% | $6,427-65.3% | $4,662-52.1% |
| Participant deferral / active EE | $4,150 | $9,808-57.7% | $9,133-54.6% | $6,690-38.0% |
| Admin fee / account holder | $19 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |