Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,078 | $197,637-84.8% | $177,848-83.1% | $158,982-81.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 33.43% | 58.77%-25.3pp | 48.33%-14.9pp | 302.99%-269.6pp |
| Employer contribution / active EE | $4,972 | $6,698-25.8% | $5,919-16.0% | $4,763+4.4% |
| Participant deferral / active EE | $11,200 | $8,405+33.3% | $7,714+45.2% | $5,983+87.2% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |