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 | $18,595 | $202,342-90.8% | $172,753-89.2% | $152,909-87.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 28.03% | 1029.88%-1001.9pp | 803.00%-775.0pp | 345.46%-317.4pp |
| Employer contribution / active EE | $2,789 | $5,857-52.4% | $5,144-45.8% | $4,764-41.5% |
| Participant deferral / active EE | $4,784 | $5,948-19.6% | $5,198-8.0% | $5,851-18.2% |
| Admin fee / account holder | $103 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |