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 | $12,039 | $96,956-87.6% | $69,779-82.7% | $273,972-95.6% |
| Participation rate | 93.3% | 77.1%+16.3pp | 71.8%+21.5pp | 83.0%+10.3pp |
| Annual return | 13.31% | 12.93%+0.4pp | 12.99%+0.3pp | 41.46%-28.1pp |
| Employer contribution / active EE | $2,460 | $3,316-25.8% | $2,338+5.2% | $4,869-49.5% |
| Participant deferral / active EE | $4,894 | $3,744+30.7% | $2,931+67.0% | $5,287-7.4% |
| Admin fee / account holder | $165 | $7,934-97.9% | $4,381-96.2% | $10,133-98.4% |