Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,682 | $227,399-83.9% | $189,758-80.7% | $198,609-81.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 20.99% | 61.03%-40.0pp | 52.62%-31.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $3,456 | $5,526-37.5% | $4,767-27.5% | $5,055-31.6% |
| Participant deferral / active EE | $9,003 | $6,837+31.7% | $5,856+53.7% | $6,977+29.0% |
| Admin fee / account holder | $46 | $25,162-99.8% | $20,388-99.8% | $19,030-99.8% |