Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,791 | $165,361-87.4% | $149,715-86.1% | $158,950-86.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.47% | 348.24%-322.8pp | 276.66%-251.2pp | 302.91%-277.4pp |
| Employer contribution / active EE | $3,434 | $5,103-32.7% | $4,645-26.1% | $4,762-27.9% |
| Participant deferral / active EE | $7,431 | $7,182+3.5% | $6,842+8.6% | $5,983+24.2% |
| Admin fee / account holder | $16 | $10,808-99.9% | $9,310-99.8% | $11,248-99.9% |