Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,619 | $165,381-87.5% | $149,730-86.2% | $158,966-87.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 196.91% | 348.29%-151.4pp | 276.70%-79.8pp | 302.95%-106.0pp |
| Employer contribution / active EE | $2,305 | $5,104-54.8% | $4,645-50.4% | $4,762-51.6% |
| Participant deferral / active EE | $6,409 | $7,182-10.8% | $6,843-6.3% | $5,983+7.1% |
| Admin fee / account holder | $115 | $10,809-98.9% | $9,310-98.8% | $11,250-99.0% |