Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,875 | $131,829-81.9% | $108,579-78.0% | $273,965-91.3% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 6.91% | -91.57%+98.5pp | -51.70%+58.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,701 | $4,912-45.0% | $3,758-28.1% | $4,869-44.5% |
| Participant deferral / active EE | $3,323 | $5,127-35.2% | $4,311-22.9% | $5,287-37.1% |
| Admin fee / account holder | $142 | $10,252-98.6% | $7,645-98.1% | $10,132-98.6% |