Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,504 | $209,425-95.0% | $178,499-94.1% | $158,966-93.4% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 21.69% | 188.80%-167.1pp | 151.10%-129.4pp | 302.95%-281.3pp |
| Employer contribution / active EE | $1,822 | $5,707-68.1% | $5,011-63.6% | $4,762-61.7% |
| Participant deferral / active EE | $2,289 | $5,955-61.6% | $5,202-56.0% | $5,983-61.7% |
| Admin fee / account holder | $57 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |