Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,410 | $93,617-80.3% | $135,982-86.5% | $75,177-75.5% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 203.36% | 30.89%+172.5pp | 68.32%+135.0pp | 160.75%+42.6pp |
| Employer contribution / active EE | $10,018 | $3,538+183.1% | $4,859+106.2% | $2,671+275.0% |
| Participant deferral / active EE | $4,086 | $6,406-36.2% | $7,760-47.3% | $4,126-1.0% |
| Admin fee / account holder | $107 | $6,980-98.5% | $10,767-99.0% | $5,651-98.1% |