Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,301 | $217,432-90.2% | $185,851-88.5% | $167,553-87.3% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 14.42% | 148.43%-134.0pp | 122.11%-107.7pp | 478.89%-464.5pp |
| Employer contribution / active EE | $4,559 | $5,874-22.4% | $5,168-11.8% | $4,840-5.8% |
| Participant deferral / active EE | $2,757 | $6,357-56.6% | $5,569-50.5% | $6,343-56.5% |
| Admin fee / account holder | $176 | $19,820-99.1% | $16,245-98.9% | $12,316-98.6% |