Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,494 | $65,704-67.3% | $94,229-77.2% | $59,633-64.0% |
| Participation rate | 70.4% | 72.1%-1.7pp | 78.8%-8.4pp | 68.7%+1.7pp |
| Annual return | -2.28% | 5.22%-7.5pp | 10.68%-13.0pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $5,310 | $2,021+162.8% | $3,587+48.0% | $2,203+141.1% |
| Participant deferral / active EE | $3,487 | $3,143+10.9% | $4,320-19.3% | $3,192+9.3% |
| Admin fee / account holder | $271 | $4,265-93.6% | $6,269-95.7% | $4,297-93.7% |