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 | $9,291 | $181,896-94.9% | $156,551-94.1% | $273,972-96.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 17.01% | 30.74%-13.7pp | 32.23%-15.2pp | 41.46%-24.4pp |
| Employer contribution / active EE | $2,441 | $6,248-60.9% | $5,501-55.6% | $4,869-49.9% |
| Participant deferral / active EE | $2,974 | $5,550-46.4% | $4,871-38.9% | $5,287-43.7% |
| Admin fee / account holder | $109 | $15,560-99.3% | $13,028-99.2% | $10,133-98.9% |