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 | $19,168 | $153,769-87.5% | $133,975-85.7% | $273,972-93.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 17.99% | 36.51%-18.5pp | 29.29%-11.3pp | 41.46%-23.5pp |
| Employer contribution / active EE | $1,967 | $6,029-67.4% | $5,211-62.3% | $4,869-59.6% |
| Participant deferral / active EE | $4,381 | $6,958-37.0% | $6,282-30.3% | $5,287-17.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |