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 | $31,599 | $227,811-86.1% | $157,677-80.0% | $330,599-90.4% |
| Participation rate | 100.0% | 30.0%+70.0pp | 28.6%+71.4pp | 43.7%+56.3pp |
| Annual return | 11.62% | 8.41%+3.2pp | 8.41%+3.2pp | 13.05%-1.4pp |
| Employer contribution / active EE | $7,552 | $45,693-83.5% | $41,333-81.7% | $37,664-79.9% |
| Participant deferral / active EE | $14,688 | $27+54287.5% | $40+36675.1% | $48+30654.8% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $31,365-100.0% |