Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,409 | $162,136-89.9% | $152,301-89.2% | $154,746-89.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 40.10% | 91.02%-50.9pp | 80.50%-40.4pp | 172.34%-132.2pp |
| Employer contribution / active EE | $2,430 | $4,890-50.3% | $4,624-47.5% | $4,379-44.5% |
| Participant deferral / active EE | $4,148 | $8,341-50.3% | $8,004-48.2% | $6,730-38.4% |
| Admin fee / account holder | $29 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |