Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,534 | $99,345-84.4% | $84,753-81.7% | $273,972-94.3% |
| Participation rate | 84.2% | 80.7%+3.5pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,081 | $4,214-50.6% | $3,574-41.8% | $4,869-57.3% |
| Participant deferral / active EE | $5,458 | $4,270+27.8% | $3,712+47.0% | $5,287+3.2% |
| Admin fee / account holder | $73 | $6,645-98.9% | $5,333-98.6% | $10,133-99.3% |