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 | $21,676 | $198,457-89.1% | $170,435-87.3% | $147,586-85.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 41.29% | 257.30%-216.0pp | 205.94%-164.6pp | 578.59%-537.3pp |
| Employer contribution / active EE | $5,973 | $6,183-3.4% | $5,432+10.0% | $4,876+22.5% |
| Participant deferral / active EE | $5,807 | $5,629+3.2% | $4,939+17.6% | $5,439+6.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |