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 | $22,114 | $202,342-89.1% | $172,753-87.2% | $152,909-85.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.98% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $6,314 | $5,857+7.8% | $5,144+22.7% | $4,764+32.5% |
| Participant deferral / active EE | $6,539 | $5,948+9.9% | $5,198+25.8% | $5,851+11.8% |
| Admin fee / account holder | $271 | $17,112-98.4% | $13,956-98.1% | $11,601-97.7% |