Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,038 | $202,463-94.1% | $169,397-92.9% | $139,487-91.4% |
| Participation rate | 84.2% | 81.1%+3.1pp | 77.2%+7.0pp | 80.3%+3.9pp |
| Annual return | 18.82% | 532.64%-513.8pp | 406.23%-387.4pp | 373.84%-355.0pp |
| Employer contribution / active EE | $1,937 | $4,694-58.7% | $4,013-51.7% | $4,755-59.3% |
| Participant deferral / active EE | $2,105 | $6,941-69.7% | $6,223-66.2% | $6,713-68.6% |
| Admin fee / account holder | $112 | $10,726-99.0% | $9,017-98.8% | $11,407-99.0% |