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 | $15,135 | $65,367-76.8% | $92,915-83.7% | $72,976-79.3% |
| Participation rate | 75.5% | 68.3%+7.2pp | 76.0%-0.5pp | 69.5%+6.0pp |
| Annual return | 25.17% | 42.11%-16.9pp | 109.45%-84.3pp | 81.02%-55.8pp |
| Employer contribution / active EE | $1,367 | $2,594-47.3% | $3,653-62.6% | $2,440-44.0% |
| Participant deferral / active EE | $2,442 | $3,128-21.9% | $4,238-42.4% | $3,608-32.3% |
| Admin fee / account holder | $32 | $4,251-99.3% | $5,796-99.5% | $5,124-99.4% |