Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,631 | $202,342-85.4% | $172,753-82.8% | $152,909-80.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 17.86% | 1029.88%-1012.0pp | 803.00%-785.1pp | 345.46%-327.6pp |
| Employer contribution / active EE | $6,860 | $5,857+17.1% | $5,144+33.4% | $4,764+44.0% |
| Participant deferral / active EE | $4,592 | $5,948-22.8% | $5,198-11.7% | $5,851-21.5% |
| Admin fee / account holder | $142 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |