Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,863 | $149,778-86.1% | $118,946-82.5% | $158,966-86.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.97% | 19.95%0pp | 35.89%-15.9pp | 302.95%-283.0pp |
| Employer contribution / active EE | $3,339 | $4,117-18.9% | $3,263+2.3% | $4,762-29.9% |
| Participant deferral / active EE | $2,422 | $5,225-53.6% | $4,266-43.2% | $5,983-59.5% |
| Admin fee / account holder | $15 | $8,604-99.8% | $6,581-99.8% | $11,250-99.9% |