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 | $15,377 | $209,422-92.7% | $178,503-91.4% | $158,982-90.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 28.75% | 188.81%-160.1pp | 151.12%-122.4pp | 302.99%-274.2pp |
| Employer contribution / active EE | $1,543 | $5,707-73.0% | $5,011-69.2% | $4,763-67.6% |
| Participant deferral / active EE | $2,864 | $5,955-51.9% | $5,202-45.0% | $5,983-52.1% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |