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 | $21,165 | $202,342-89.5% | $172,753-87.7% | $152,909-86.2% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 25.78% | 1029.88%-1004.1pp | 803.00%-777.2pp | 345.46%-319.7pp |
| Employer contribution / active EE | $5,384 | $5,857-8.1% | $5,144+4.7% | $4,764+13.0% |
| Participant deferral / active EE | $3,650 | $5,948-38.6% | $5,198-29.8% | $5,851-37.6% |
| Admin fee / account holder | $118 | $17,112-99.3% | $13,956-99.2% | $11,601-99.0% |