Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,589 | $131,914+104.4% | $131,914+104.4% | $287,034-6.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 53.8%+46.2pp | 55.9%+44.1pp |
| Annual return | 28.39% | 8.52%+19.9pp | 9.67%+18.7pp | 24.44%+4.0pp |
| Employer contribution / active EE | $0 | $35,790-100.0% | $33,327-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $2,941 | $58+5000.9% | $54+5380.5% | $55+5205.8% |
| Admin fee / account holder | $0 | $497-100.0% | $497-100.0% | $22,013-100.0% |