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 | $25,669 | $140,592-81.7% | $123,105-79.1% | $125,389-79.5% |
| Participation rate | 81.8% | 88.2%-6.4pp | 86.8%-5.0pp | 83.2%-1.4pp |
| Annual return | 1.69% | 16.80%-15.1pp | 13.22%-11.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,617 | $6,980-62.5% | $6,229-58.0% | $5,352-51.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |