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 | $31,823 | $197,637-83.9% | $177,848-82.1% | $158,982-80.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 70.77% | 58.77%+12.0pp | 48.33%+22.4pp | 302.99%-232.2pp |
| Employer contribution / active EE | $12,974 | $6,698+93.7% | $5,919+119.2% | $4,763+172.4% |
| Participant deferral / active EE | $7,102 | $8,405-15.5% | $7,714-7.9% | $5,983+18.7% |
| Admin fee / account holder | $132 | $15,406-99.1% | $12,431-98.9% | $11,252-98.8% |