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 | $17,046 | $197,637-91.4% | $177,848-90.4% | $158,982-89.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 135.70% | 58.77%+76.9pp | 48.33%+87.4pp | 302.99%-167.3pp |
| Employer contribution / active EE | $5,731 | $6,698-14.4% | $5,919-3.2% | $4,763+20.3% |
| Participant deferral / active EE | $9,531 | $8,405+13.4% | $7,714+23.6% | $5,983+59.3% |
| Admin fee / account holder | $48 | $15,406-99.7% | $12,431-99.6% | $11,252-99.6% |