Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,864 | $85,766-73.3% | $136,298-83.2% | $70,126-67.4% |
| Participation rate | 76.1% | 74.2%+2.0pp | 81.9%-5.8pp | 69.5%+6.6pp |
| Annual return | 60.90% | 31.46%+29.4pp | 5156.27%-5095.4pp | 73.15%-12.2pp |
| Employer contribution / active EE | $891 | $2,966-70.0% | $4,696-81.0% | $2,343-62.0% |
| Participant deferral / active EE | $6,099 | $5,051+20.7% | $6,247-2.4% | $3,332+83.1% |
| Admin fee / account holder | $175 | $5,421-96.8% | $9,244-98.1% | $4,645-96.2% |