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 | $13,603 | $160,040-91.5% | $147,096-90.8% | $145,877-90.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.25% | 98.49%-82.2pp | 419.75%-403.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $4,240 | $5,289-19.8% | $4,936-14.1% | $4,663-9.1% |
| Participant deferral / active EE | $5,677 | $8,429-32.6% | $8,071-29.7% | $6,691-15.1% |
| Admin fee / account holder | $44 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |