Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,069 | $73,988-74.2% | $96,538-80.2% | $75,177-74.6% |
| Participation rate | 95.1% | 66.4%+28.7pp | 74.3%+20.8pp | 67.2%+27.9pp |
| Annual return | 24.50% | 26.73%-2.2pp | 35.74%-11.2pp | 160.75%-136.3pp |
| Employer contribution / active EE | $4,244 | $2,930+44.8% | $3,740+13.5% | $2,671+58.9% |
| Participant deferral / active EE | $2,433 | $3,660-33.5% | $4,880-50.1% | $4,126-41.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |