Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,205 | $197,603-83.2% | $177,827-81.3% | $158,950-79.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 32.79% | 58.76%-26.0pp | 48.32%-15.5pp | 302.91%-270.1pp |
| Employer contribution / active EE | $16,761 | $6,698+150.3% | $5,918+183.2% | $4,762+252.0% |
| Participant deferral / active EE | $13,659 | $8,404+62.5% | $7,713+77.1% | $5,983+128.3% |
| Admin fee / account holder | $134 | $15,402-99.1% | $12,429-98.9% | $11,248-98.8% |