Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,959 | $209,422-90.5% | $178,503-88.8% | $158,982-87.4% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 34.40% | 188.81%-154.4pp | 151.12%-116.7pp | 302.99%-268.6pp |
| Employer contribution / active EE | $1,797 | $5,707-68.5% | $5,011-64.1% | $4,763-62.3% |
| Participant deferral / active EE | $3,296 | $5,955-44.7% | $5,202-36.6% | $5,983-44.9% |
| Admin fee / account holder | $94 | $17,079-99.5% | $13,987-99.3% | $11,252-99.2% |