Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,651 | $132,634-88.2% | $115,768-86.5% | $137,256-88.6% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 28.06% | 160.70%-132.6pp | 100.46%-72.4pp | 220.34%-192.3pp |
| Employer contribution / active EE | $2,522 | $3,360-24.9% | $2,940-14.2% | $4,156-39.3% |
| Participant deferral / active EE | $3,501 | $5,619-37.7% | $4,917-28.8% | $6,407-45.3% |
| Admin fee / account holder | $26 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |