Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,774 | $160,028-90.1% | $147,080-89.3% | $145,884-89.2% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 22.88% | 98.60%-75.7pp | 420.17%-397.3pp | 551.85%-529.0pp |
| Employer contribution / active EE | $2,432 | $5,286-54.0% | $4,933-50.7% | $4,662-47.8% |
| Participant deferral / active EE | $7,455 | $8,422-11.5% | $8,066-7.6% | $6,690+11.4% |
| Admin fee / account holder | $134 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |