Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,871 | $157,296-90.5% | $141,191-89.5% | $152,897-90.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.61% | 64.34%-44.7pp | 71.41%-51.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $4,280 | $5,262-18.7% | $4,736-9.6% | $4,764-10.1% |
| Participant deferral / active EE | $4,097 | $7,111-42.4% | $6,710-38.9% | $5,851-30.0% |
| Admin fee / account holder | $183 | $12,125-98.5% | $10,264-98.2% | $11,599-98.4% |