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 | $20,562 | $76,551-73.1% | $123,894-83.4% | $62,881-67.3% |
| Participation rate | 90.6% | 73.0%+17.6pp | 81.4%+9.2pp | 69.3%+21.3pp |
| Annual return | 42.17% | 18.68%+23.5pp | 47.52%-5.3pp | 20.14%+22.0pp |
| Employer contribution / active EE | $2,744 | $2,882-4.8% | $4,617-40.6% | $2,281+20.3% |
| Participant deferral / active EE | $6,130 | $4,840+26.7% | $5,984+2.4% | $3,203+91.4% |
| Admin fee / account holder | $80 | $4,826-98.3% | $8,357-99.0% | $4,296-98.1% |