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 | $24,302 | $217,432-88.8% | $185,849-86.9% | $167,536-85.5% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 21.13% | 148.42%-127.3pp | 122.10%-101.0pp | 478.82%-457.7pp |
| Employer contribution / active EE | $2,008 | $5,875-65.8% | $5,169-61.1% | $4,839-58.5% |
| Participant deferral / active EE | $3,668 | $6,357-42.3% | $5,569-34.1% | $6,342-42.2% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |