Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,054 | $136,860-82.4% | $120,344-80.0% | $154,746-84.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 32.73% | 21.38%+11.4pp | 20.30%+12.4pp | 172.34%-139.6pp |
| Employer contribution / active EE | $2,910 | $3,533-17.6% | $3,020-3.6% | $4,379-33.5% |
| Participant deferral / active EE | $7,710 | $5,793+33.1% | $5,135+50.2% | $6,730+14.6% |
| Admin fee / account holder | $136 | $15,393-99.1% | $12,742-98.9% | $14,365-99.1% |