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 | $32,810 | $227,399-85.6% | $189,758-82.7% | $198,609-83.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.51% | 61.03%-42.5pp | 52.62%-34.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $1,586 | $5,526-71.3% | $4,767-66.7% | $5,055-68.6% |
| Participant deferral / active EE | $5,717 | $6,837-16.4% | $5,856-2.4% | $6,977-18.1% |
| Admin fee / account holder | $276 | $25,162-98.9% | $20,388-98.6% | $19,030-98.5% |