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 | $11,201 | $64,359-82.6% | $90,161-87.6% | $70,124-84.0% |
| Participation rate | 84.2% | 70.4%+13.8pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 28.68% | 28.13%+0.6pp | 34.89%-6.2pp | 73.14%-44.5pp |
| Employer contribution / active EE | $852 | $2,046-58.3% | $3,318-74.3% | $2,342-63.6% |
| Participant deferral / active EE | $3,752 | $4,389-14.5% | $5,287-29.0% | $3,332+12.6% |
| Admin fee / account holder | $236 | $3,945-94.0% | $5,943-96.0% | $4,645-94.9% |