Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,748 | $110,240-84.8% | $96,544-82.7% | $139,487-88.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 23.43% | 26.41%-3.0pp | 25.88%-2.5pp | 373.84%-350.4pp |
| Employer contribution / active EE | $3,806 | $3,622+5.1% | $2,966+28.3% | $4,755-19.9% |
| Participant deferral / active EE | $3,806 | $5,549-31.4% | $4,851-21.5% | $6,713-43.3% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |