Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,599 | $97,550-77.9% | $120,344-82.1% | $87,485-75.3% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.7%+10.4pp | 68.9%+18.2pp |
| Annual return | 24.19% | 18.41%+5.8pp | 20.30%+3.9pp | 26.06%-1.9pp |
| Employer contribution / active EE | $3,106 | $2,291+35.6% | $3,020+2.8% | $2,596+19.6% |
| Participant deferral / active EE | $5,859 | $4,230+38.5% | $5,135+14.1% | $4,274+37.1% |
| Admin fee / account holder | $272 | $9,543-97.1% | $12,742-97.9% | $7,775-96.5% |