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 | $14,032 | $52,306-73.2% | $69,779-79.9% | $62,881-77.7% |
| Participation rate | 76.7% | 67.2%+9.4pp | 71.8%+4.8pp | 69.3%+7.4pp |
| Annual return | 10.32% | 13.35%-3.0pp | 12.99%-2.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,436 | $1,799+35.4% | $2,338+4.2% | $2,281+6.8% |
| Participant deferral / active EE | $4,731 | $2,395+97.5% | $2,931+61.4% | $3,203+47.7% |
| Admin fee / account holder | $64 | $3,691-98.3% | $4,381-98.5% | $4,296-98.5% |