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 | $18,222 | $209,425-91.3% | $178,499-89.8% | $158,966-88.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.38% | 188.80%-172.4pp | 151.10%-134.7pp | 302.95%-286.6pp |
| Employer contribution / active EE | $3,123 | $5,707-45.3% | $5,011-37.7% | $4,762-34.4% |
| Participant deferral / active EE | $3,345 | $5,955-43.8% | $5,202-35.7% | $5,983-44.1% |
| Admin fee / account holder | $177 | $17,078-99.0% | $13,986-98.7% | $11,250-98.4% |