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 | $18,389 | $152,074-87.9% | $137,474-86.6% | $198,609-90.7% |
| Participation rate | 93.3% | 85.3%+8.0pp | 83.5%+9.8pp | 82.4%+11.0pp |
| Annual return | 58.46% | 10.68%+47.8pp | 11.53%+46.9pp | 202.70%-144.2pp |
| Employer contribution / active EE | $3,069 | $5,444-43.6% | $5,048-39.2% | $5,055-39.3% |
| Participant deferral / active EE | $6,166 | $6,522-5.5% | $6,155+0.2% | $6,977-11.6% |
| Admin fee / account holder | $48 | $11,950-99.6% | $10,602-99.5% | $19,030-99.7% |