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 | $16,105 | $228,352-92.9% | $185,835-91.3% | $158,966-89.9% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 29.49% | 40.81%-11.3pp | 35.96%-6.5pp | 302.95%-273.5pp |
| Employer contribution / active EE | $887 | $4,967-82.1% | $4,087-78.3% | $4,762-81.4% |
| Participant deferral / active EE | $1,506 | $6,416-76.5% | $5,633-73.3% | $5,983-74.8% |
| Admin fee / account holder | $129 | $11,867-98.9% | $9,502-98.6% | $11,250-98.9% |