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 | $23,003 | $98,766-76.7% | $149,730-84.6% | $79,852-71.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 26.62% | 27.43%-0.8pp | 276.70%-250.1pp | 31.72%-5.1pp |
| Employer contribution / active EE | $2,497 | $3,217-22.4% | $4,645-46.2% | $2,471+1.1% |
| Participant deferral / active EE | $4,172 | $5,681-26.6% | $6,843-39.0% | $3,740+11.6% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |