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 | $14,595 | $228,395-93.6% | $185,861-92.1% | $158,982-90.8% |
| Participation rate | 92.9% | 82.3%+10.5pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 18.97% | 40.82%-21.9pp | 35.96%-17.0pp | 302.99%-284.0pp |
| Employer contribution / active EE | $2,989 | $4,968-39.8% | $4,088-26.9% | $4,763-37.2% |
| Participant deferral / active EE | $2,868 | $6,417-55.3% | $5,634-49.1% | $5,983-52.1% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |