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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,784 | $198,457-85.5% | $170,435-83.1% | $147,586-80.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 26.80% | 257.30%-230.5pp | 205.94%-179.1pp | 578.59%-551.8pp |
| Employer contribution / active EE | $3,772 | $6,183-39.0% | $5,432-30.6% | $4,876-22.7% |
| Participant deferral / active EE | $6,615 | $5,629+17.5% | $4,939+33.9% | $5,439+21.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |