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 | $23,207 | $180,028-87.1% | $138,135-83.2% | $158,982-85.4% |
| Participation rate | 92.9% | 82.2%+10.6pp | 78.7%+14.2pp | 82.0%+10.9pp |
| Annual return | 32.01% | 21.68%+10.3pp | 20.51%+11.5pp | 302.99%-271.0pp |
| Employer contribution / active EE | $2,786 | $7,470-62.7% | $5,587-50.1% | $4,763-41.5% |
| Participant deferral / active EE | $6,896 | $7,717-10.6% | $6,431+7.2% | $5,983+15.3% |
| Admin fee / account holder | $203 | $17,912-98.9% | $11,856-98.3% | $11,252-98.2% |