Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,790 | $96,731-79.5% | $123,973-84.0% | $86,983-77.2% |
| Participation rate | 76.0% | 70.0%+6.0pp | 76.7%-0.7pp | 69.5%+6.5pp |
| Annual return | 19.97% | 17.33%+2.6pp | 388.13%-368.2pp | 25.83%-5.9pp |
| Employer contribution / active EE | $2,603 | $3,297-21.0% | $4,126-36.9% | $2,584+0.7% |
| Participant deferral / active EE | $2,229 | $4,152-46.3% | $5,247-57.5% | $4,194-46.8% |
| Admin fee / account holder | $214 | $8,722-97.5% | $11,799-98.2% | $7,856-97.3% |