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 | $15,650 | $157,296-90.1% | $141,191-88.9% | $152,897-89.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 26.46% | 64.34%-37.9pp | 71.41%-45.0pp | 345.43%-319.0pp |
| Employer contribution / active EE | $2,002 | $5,262-62.0% | $4,736-57.7% | $4,764-58.0% |
| Participant deferral / active EE | $5,773 | $7,111-18.8% | $6,710-14.0% | $5,851-1.3% |
| Admin fee / account holder | $74 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |