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 | $29,193 | $197,637-85.2% | $177,848-83.6% | $158,982-81.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 24.54% | 58.77%-34.2pp | 48.33%-23.8pp | 302.99%-278.5pp |
| Employer contribution / active EE | $3,762 | $6,698-43.8% | $5,919-36.4% | $4,763-21.0% |
| Participant deferral / active EE | $5,673 | $8,405-32.5% | $7,714-26.5% | $5,983-5.2% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |