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 | $30,469 | $181,896-83.2% | $156,551-80.5% | $273,972-88.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.10% | 30.74%-17.6pp | 32.23%-19.1pp | 41.46%-28.4pp |
| Employer contribution / active EE | $2,219 | $6,248-64.5% | $5,501-59.7% | $4,869-54.4% |
| Participant deferral / active EE | $2,331 | $5,550-58.0% | $4,871-52.2% | $5,287-55.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |