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 | $226,277 | $427,750-47.1% | $416,308-45.6% | $484,799-53.3% |
| Participation rate | 100.0% | 94.2%+5.8pp | 93.1%+6.9pp | 91.1%+8.9pp |
| Annual return | 9.55% | 8.17%+1.4pp | 8.83%+0.7pp | 5.95%+3.6pp |
| Employer contribution / active EE | $0 | $24,272-100.0% | $24,478-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $13,509-100.0% | $13,255-100.0% | $6,572-100.0% |
| Admin fee / account holder | $276 | $15,117-98.2% | $14,896-98.1% | $18,209-98.5% |