Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,639 | $135,905-78.2% | $126,068-76.5% | $198,609-85.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 25.01% | 14.07%+10.9pp | 15.01%+10.0pp | 202.70%-177.7pp |
| Employer contribution / active EE | $5,155 | $4,245+21.4% | $3,968+29.9% | $5,055+2.0% |
| Participant deferral / active EE | $11,344 | $8,523+33.1% | $8,214+38.1% | $6,977+62.6% |
| Admin fee / account holder | $288 | $21,036-98.6% | $18,264-98.4% | $19,030-98.5% |