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 | $15,734 | $71,230-77.9% | $93,727-83.2% | $80,959-80.6% |
| Participation rate | 94.4% | 60.4%+34.0pp | 68.7%+25.7pp | 67.7%+26.8pp |
| Annual return | 14.90% | 11.26%+3.6pp | 133.83%-118.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,171 | $1,565+38.7% | $2,421-10.3% | $2,757-21.3% |
| Participant deferral / active EE | $2,896 | $4,037-28.3% | $4,417-34.4% | $4,300-32.6% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |