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 | $21,540 | $83,485-74.2% | $125,195-82.8% | $72,976-70.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.02% | 25.77%-7.8pp | 43.79%-25.8pp | 81.02%-63.0pp |
| Employer contribution / active EE | $3,210 | $2,346+36.8% | $3,866-17.0% | $2,440+31.5% |
| Participant deferral / active EE | $2,357 | $3,586-34.3% | $4,937-52.3% | $3,608-34.7% |
| Admin fee / account holder | $103 | $5,518-98.1% | $9,704-98.9% | $5,124-98.0% |