Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,847 | $196,972-88.9% | $182,262-88.0% | $198,609-89.0% |
| Participation rate | 85.0% | 85.7%-0.7pp | 84.2%+0.8pp | 82.4%+2.6pp |
| Annual return | 23.20% | 158.27%-135.1pp | 140.60%-117.4pp | 202.70%-179.5pp |
| Employer contribution / active EE | $5,579 | $5,364+4.0% | $5,046+10.6% | $5,055+10.4% |
| Participant deferral / active EE | $7,077 | $8,643-18.1% | $8,276-14.5% | $6,977+1.4% |
| Admin fee / account holder | $189 | $18,429-99.0% | $16,712-98.9% | $19,030-99.0% |