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 | $20,066 | $215,361-90.7% | $171,082-88.3% | $273,972-92.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.71% | 25.14%-18.4pp | 32.56%-25.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,489 | $4,967-49.9% | $4,002-37.8% | $4,869-48.9% |
| Participant deferral / active EE | $2,996 | $5,543-45.9% | $4,797-37.5% | $5,287-43.3% |
| Admin fee / account holder | $131 | $10,846-98.8% | $8,520-98.5% | $10,133-98.7% |